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Gunderson Capital Management’s Pultegroup PHM Stock Holding History

Gunderson Capital 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
2023
Q4 		– Sell
-29,931
Closed -$2.22M – 55
2023
Q3 		$2.22M Sell
29,931
-1,166
-4% -$92.9K 1.51% 24
2023
Q2 		$2.42M Buy
+31,097
New +$2.11M 1.6% 23

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Gunderson Capital Management's PHM Position: Q4 2023 in Review

Gunderson Capital Management sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 29,931 shares — an estimated $2.22M sold.

Gunderson Capital Management first reported a position in PHM in Q2 2023 and held it in 2 quarters. The position peaked at $2.42M in Q2 2023. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Gunderson Capital Management reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
  • Gunderson Capital Management sold 29,931 Pultegroup shares in Q4 2023, an estimated $2.22M.
  • Gunderson Capital Management first reported a position in Pultegroup in Q2 2023 and held it in 2 quarters.
  • Gunderson Capital Management's Pultegroup position peaked at $2.42M in Q2 2023.
  • 870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Gunderson Capital Management's 13F filing for Q4 2023, filed 5 Jan 2024.