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Eudaimonia Advisors’s Pultegroup PHM Stock Holding History

Eudaimonia Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$269K Buy
+2,229
New +$239K 0.14% 141

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Eudaimonia Advisors's PHM Position: Q1 2024 in Review

Eudaimonia Advisors opened a new position in Pultegroup (PHM) in Q1 2024: 2,229 shares worth $269K. The stake represents 0.14% of the portfolio and ranks #141 among its holdings.

912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Eudaimonia Advisors held 2,229 shares of Pultegroup worth $269K as of Q1 2024.
  • Pultegroup was a new Eudaimonia Advisors position in Q1 2024.
  • Pultegroup made up 0.14% of Eudaimonia Advisors's portfolio in Q1 2024, its #141 holding.
  • 912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.