Fiera Capital (Canada)
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Fiera Capital (Canada)’s Pultegroup PHM Stock Holding History

Fiera Capital (Canada)’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
Q3 		– Sell
-369,759
Closed -$40.7M – 479
2024
Q2 		$40.7M Sell
369,759
-5,060
-1% -$575K 0.13% 119
2024
Q1 		$45.2M Sell
374,819
-217,846
-37% -$23.4M 0.13% 113
2023
Q4 		$61.2M Sell
592,665
-117,507
-17% -$9.99M 0.19% 77
2023
Q3 		$52.6M Buy
710,172
+16,491
+2% +$1.31M 0.17% 77
2023
Q2 		$53.9M Sell
693,681
-13,141
-2% -$891K 0.16% 77
2023
Q1 		$41.2M Buy
+706,822
New +$38.2M 0.12% 94
2020
Q2 		– Sell
-49,303
Closed -$1.1M – 662
2020
Q1 		$1.1M Sell
49,303
-7,895
-14% -$305K ﹤0.01% 399
2019
Q4 		$2.22M Buy
+57,198
New +$2.22M 0.01% 351
2018
Q4 		– Sell
-2,266,271
Closed -$56.1M – 716
2018
Q3 		$56.1M Sell
2,266,271
-41,386
-2% -$1.17M 0.22% 86
2018
Q2 		$66.3M Buy
2,307,657
+433,895
+23% +$13.1M 0.29% 73
2018
Q1 		$55.3M Sell
1,873,762
-89,664
-5% -$2.78M 0.26% 76
2017
Q4 		$65.3M Sell
1,963,426
-61,146
-3% -$1.9M 0.31% 62
2017
Q3 		$55.3M Buy
2,024,572
+176,526
+10% +$4.47M 0.26% 73
2017
Q2 		$45.3M Buy
+1,848,046
New +$43.1M 0.22% 84

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fiera Capital (Canada)'s PHM Position: Q3 2024 in Review

Fiera Capital (Canada) sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 369,759 shares — an estimated $40.7M sold.

Fiera Capital (Canada) first reported a position in PHM in Q2 2017 and held it in 14 quarters. The position peaked at $66.3M in Q2 2018. 1,003 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Fiera Capital (Canada) reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Fiera Capital (Canada) sold 369,759 Pultegroup shares in Q3 2024, an estimated $40.7M.
  • Fiera Capital (Canada) first reported a position in Pultegroup in Q2 2017 and held it in 14 quarters.
  • Fiera Capital (Canada)'s Pultegroup position peaked at $66.3M in Q2 2018.
  • 1,003 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Fiera Capital (Canada)'s 13F filing for Q3 2024, filed 1 Nov 2024.