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Harel Insurance Investments & Financial Services’s Pultegroup PHM Stock Holding History

Harel Insurance Investments & Financial Services’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
Q4 		– Sell
-2,377
Closed -$341K – 510
2024
Q3 		$341K Buy
2,377
+268
+13% +$34.1K 0.01% 191
2024
Q2 		$231K Buy
2,109
+609
+41% +$69.2K ﹤0.01% 248
2024
Q1 		$181K Buy
+1,500
New +$161K ﹤0.01% 257
2022
Q3 		– Sell
-10,180
Closed -$405K – 744
2022
Q2 		$405K Sell
10,180
-3,455
-25% -$146K 0.01% 267
2022
Q1 		$572K Buy
13,635
+8,305
+156% +$412K 0.01% 243
2021
Q4 		$302K Buy
5,330
+4,655
+690% +$239K 0.01% 320
2021
Q3 		$31K Hold
675
– – ﹤0.01% 574
2021
Q2 		$120K Buy
675
+510
+309% +$28.5K ﹤0.01% 619
2021
Q1 		$29K Sell
165
-52
-24% -$2.43K ﹤0.01% 677
2020
Q4 		$30K Buy
217
+33
+18% +$1.46K ﹤0.01% 643
2020
Q3 		$9K Buy
+184
New +$7.87K ﹤0.01% 565
2019
Q2 		– Sell
-500
Closed -$14K – 514
2019
Q1 		$14K Sell
500
-1,500
-75% -$40.9K ﹤0.01% 385
2018
Q4 		$52K Sell
2,000
-10,500
-84% -$260K ﹤0.01% 290
2018
Q3 		$310K Buy
12,500
+10,000
+400% +$283K 0.02% 171
2018
Q2 		$72K Buy
2,500
+500
+25% +$15K ﹤0.01% 277
2018
Q1 		$59K Buy
2,000
+268
+15% +$8.31K ﹤0.01% 298
2017
Q4 		$58K Buy
+1,732
New +$53.8K ﹤0.01% 311

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PHM Position: Q4 2024 in Review

Harel Insurance Investments & Financial Services sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 2,377 shares — an estimated $341K sold.

Harel Insurance Investments & Financial Services first reported a position in PHM in Q4 2017 and held it in 17 quarters. The position peaked at $572K in Q1 2022. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,377 Pultegroup shares in Q4 2024, an estimated $341K.
  • Harel Insurance Investments & Financial Services first reported a position in Pultegroup in Q4 2017 and held it in 17 quarters.
  • Harel Insurance Investments & Financial Services's Pultegroup position peaked at $572K in Q1 2022.
  • 983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2024, filed 21 Jan 2025.