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Five Oceans Advisors’s Pultegroup PHM Stock Holding History

Five Oceans 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
Q4 		– Sell
-1,464
Closed -$210K – 196
2024
Q3 		$210K Sell
1,464
-606
-29% -$77K 0.1% 176
2024
Q2 		$228K Sell
2,070
-228
-10% -$25.9K 0.12% 145
2024
Q1 		$277K Buy
2,298
+3
+0.1% +$322 0.14% 133
2023
Q4 		$237K Buy
+2,295
New +$195K 0.13% 135

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Five Oceans Advisors's PHM Position: Q4 2024 in Review

Five Oceans Advisors sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,464 shares — an estimated $210K sold.

Five Oceans Advisors first reported a position in PHM in Q4 2023 and held it in 4 quarters. The position peaked at $277K in Q1 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Five Oceans Advisors reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Five Oceans Advisors sold 1,464 Pultegroup shares in Q4 2024, an estimated $210K.
  • Five Oceans Advisors first reported a position in Pultegroup in Q4 2023 and held it in 4 quarters.
  • Five Oceans Advisors's Pultegroup position peaked at $277K in Q1 2024.
  • 985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Five Oceans Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.