FJ Investments’s Pultegroup PHM Stock Holding History

FJ Investments’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	–	Sell	-5,559	Closed	-$574K	–	308
2023 Q4	$574K	Buy	+5,559	New	+$472K	0.03%	302

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Norges Bank Oslo, Norway $935B AUM

FJ Investments's PHM Position: Q1 2024 in Review

FJ Investments sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 5,559 shares — an estimated $574K sold.

FJ Investments first reported a position in PHM in Q4 2023 and held it in 1 quarter. The position peaked at $574K in Q4 2023. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

FJ Investments reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 5,559 Pultegroup shares in Q1 2024, an estimated $574K.
FJ Investments first reported a position in Pultegroup in Q4 2023 and held it in 1 quarter.
FJ Investments's Pultegroup position peaked at $574K in Q4 2023.
912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.