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Friedenthal Financial’s Pultegroup PHM Stock Holding History

Friedenthal Financial’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
-428
Closed -$51.6K – 283
2024
Q1 		$51.6K Sell
428
-25
-6% -$2.68K 0.03% 138
2023
Q4 		$46.8K Sell
453
-9,679
-96% -$823K 0.03% 143
2023
Q3 		$750K Buy
10,132
+158
+2% +$12.6K 0.51% 50
2023
Q2 		$775K Sell
9,974
-2,093
-17% -$142K 0.52% 44
2023
Q1 		$703K Buy
+12,067
New +$652K 0.49% 49

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Friedenthal Financial's PHM Position: Q2 2024 in Review

Friedenthal Financial sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 428 shares — an estimated $51.6K sold.

Friedenthal Financial first reported a position in PHM in Q1 2023 and held it in 5 quarters. The position peaked at $775K in Q2 2023. 938 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Friedenthal Financial reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • Friedenthal Financial sold 428 Pultegroup shares in Q2 2024, an estimated $51.6K.
  • Friedenthal Financial first reported a position in Pultegroup in Q1 2023 and held it in 5 quarters.
  • Friedenthal Financial's Pultegroup position peaked at $775K in Q2 2023.
  • 938 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Friedenthal Financial's 13F filing for Q2 2024, filed 16 Jul 2024.