FIM
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FWL Investment Management’s Pultegroup PHM Stock Holding History

FWL Investment 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
-41
Closed -$4.66K – 264
2024
Q1 		$4.95K Sell
41
-30
-42% -$3.22K ﹤0.01% 191
2023
Q4 		$7.33K Buy
+71
New +$6.03K ﹤0.01% 178

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 $3.38T AUM 44.17% 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

FWL Investment Management's PHM Position: Q2 2024 in Review

FWL Investment Management sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 41 shares — an estimated $4.66K sold.

FWL Investment Management first reported a position in PHM in Q4 2023 and held it in 2 quarters. The position peaked at $7.33K in Q4 2023. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • FWL Investment Management reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • FWL Investment Management sold 41 Pultegroup shares in Q2 2024, an estimated $4.66K.
  • FWL Investment Management first reported a position in Pultegroup in Q4 2023 and held it in 2 quarters.
  • FWL Investment Management's Pultegroup position peaked at $7.33K in Q4 2023.
  • 937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on FWL Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.