Gateway Advisory’s Pultegroup PHM Stock Holding History

Gateway Advisory’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 Q3	$861K	Sell	6,001 -199	-3%	-$25.3K	0.14%	63
2024 Q2	$683K	Buy	6,200 +318	+5%	+$36.1K	0.12%	75
2024 Q1	$709K	Buy	+5,882	New	+$631K	0.12%	71

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gateway Advisory's PHM Position: Q3 2024 in Review

Gateway Advisory reduced its Pultegroup (PHM) stake by 3.2% in Q3 2024, selling an estimated $25.3K and leaving 6,001 shares worth $861K. The position accounts for 0.14% of the portfolio, ranked #63.

Gateway Advisory first reported a position in PHM in Q1 2024 and has held it in 3 quarters since. 1,003 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

Gateway Advisory held 6,001 shares of Pultegroup worth $861K as of Q3 2024.
Gateway Advisory sold 199 Pultegroup shares in Q3 2024, an estimated $25.3K.
Pultegroup made up 0.14% of Gateway Advisory's portfolio in Q3 2024, its #63 holding.
Gateway Advisory first reported a position in Pultegroup in Q1 2024 and has held it in 3 quarters since.
1,003 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.