Financial Gravity Asset Management’s Pultegroup PHM Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-7	Closed	-$893	–	1696
2024 Q1	$893	Sell	7 -5	-42%	-$536	﹤0.01%	755
2023 Q4	$1.13K	Buy	+12	New	+$1.02K	﹤0.01%	782
2021 Q3	$46K	Sell	202 -1	-0.5%	-$52	0.02%	599
2021 Q2	$55K	Buy	+203	New	+$11.3K	0.02%	536
2020 Q4	$3K	Buy	+67	New	+$2.97K	﹤0.01%	283
2019 Q4	$39K	Sell	3 -11	-79%	-$427	0.03%	757
2019 Q3	$1K	Hold	14	–	–	﹤0.01%	1085
2019 Q2	$0	Sell	14 -24	-63%	-$749	﹤0.01%	1560
2019 Q1	$1K	Buy	+38	New	+$1.04K	﹤0.01%	1161
2018 Q3	$16K	Buy	683 +118	+21%	+$3.35K	0.02%	501
2018 Q2	$16K	Buy	565 +488	+634%	+$14.7K	0.02%	504
2018 Q1	$2K	Buy	+77	New	+$2.39K	﹤0.01%	991

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Financial Gravity Asset Management's PHM Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 7 shares — an estimated $893 sold.

Financial Gravity Asset Management first reported a position in PHM in Q1 2018 and held it in 12 quarters. The position peaked at $55K in Q2 2021. 938 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

Financial Gravity Asset Management reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 7 Pultegroup shares in Q2 2024, an estimated $893.
Financial Gravity Asset Management first reported a position in Pultegroup in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Pultegroup position peaked at $55K in Q2 2021.
938 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.