Evelyn V. Moreno’s Pultegroup PHM Stock Holding History

Evelyn V. Moreno’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
2023 Q4	$324K	Hold	3,140	–	–	0.15%	98
2023 Q3	$233K	Hold	3,140	–	–	0.05%	124
2023 Q2	$244K	Buy	+3,140	New	+$213K	0.05%	105

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn V. Moreno's PHM Position: Q4 2023 in Review

Evelyn V. Moreno held its Pultegroup (PHM) position steady in Q4 2023 at 3,140 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #98.

Evelyn V. Moreno first reported a position in PHM in Q2 2023 and has held it in 3 quarters since. 869 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

Evelyn V. Moreno held 3,140 shares of Pultegroup worth $324K as of Q4 2023.
Evelyn V. Moreno left its Pultegroup share count unchanged in Q4 2023.
Pultegroup made up 0.15% of Evelyn V. Moreno's portfolio in Q4 2023, its #98 holding.
Evelyn V. Moreno first reported a position in Pultegroup in Q2 2023 and has held it in 3 quarters since.
869 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.