Great Lakes Retirement’s Pultegroup PHM Stock Holding History

Great Lakes Retirement’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	–	Sell	-353	Closed	-$38.9K	–	520
2024 Q2	$38.9K	Buy	+353	New	+$40.1K	0.01%	309

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Great Lakes Retirement's PHM Position: Q3 2024 in Review

Great Lakes Retirement sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 353 shares — an estimated $38.9K sold.

Great Lakes Retirement first reported a position in PHM in Q2 2024 and held it in 1 quarter. The position peaked at $38.9K in Q2 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

Great Lakes Retirement reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 353 Pultegroup shares in Q3 2024, an estimated $38.9K.
Great Lakes Retirement first reported a position in Pultegroup in Q2 2024 and held it in 1 quarter.
Great Lakes Retirement's Pultegroup position peaked at $38.9K in Q2 2024.
1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.