FMAEN1
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Fund Management at Engine No 1’s Pultegroup PHM Stock Holding History

Fund Management at Engine No 1’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
2023
Q4 		– Sell
-3,140
Closed -$233K – 317
2023
Q3 		$233K Buy
+3,140
New +$250K 0.04% 391

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fund Management at Engine No 1's PHM Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 3,140 shares — an estimated $233K sold.

Fund Management at Engine No 1 first reported a position in PHM in Q3 2023 and held it in 1 quarter. The position peaked at $233K in Q3 2023. 869 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 3,140 Pultegroup shares in Q4 2023, an estimated $233K.
  • Fund Management at Engine No 1 first reported a position in Pultegroup in Q3 2023 and held it in 1 quarter.
  • Fund Management at Engine No 1's Pultegroup position peaked at $233K in Q3 2023.
  • 869 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.