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Householder Group Estate & Retirement Specialist’s Pultegroup PHM Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$16K Buy
149
+51
+52% +$6.62K 0.01% 312
2024
Q3 		$14K Hold
98
– – ﹤0.01% 769
2024
Q2 		$10K Hold
98
– – ﹤0.01% 814
2024
Q1 		$11.8K Hold
98
– – ﹤0.01% 780
2023
Q4 		$10K Buy
98
+57
+139% +$4.84K ﹤0.01% 764
2023
Q3 		$3.04K Buy
+41
New +$3.27K ﹤0.01% 1012

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

Householder Group Estate & Retirement Specialist's PHM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Pultegroup (PHM) stake by 52% in Q4 2024, buying an estimated $6.62K and bringing the position to 149 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #312.

Householder Group Estate & Retirement Specialist first reported a position in PHM in Q3 2023 and has held it in 6 quarters since. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 149 shares of Pultegroup worth $16K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 51 Pultegroup shares in Q4 2024, an estimated $6.62K.
  • Pultegroup made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #312 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Pultegroup in Q3 2023 and has held it in 6 quarters since.
  • 983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.