Interval Partners’s Pultegroup PHM Stock Holding History

Interval Partners’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 Q2	–	Sell	-10,000	Closed	-$1.21M	–	428
2024 Q1	$1.21M	Buy	+10,000	New	+$1.07M	0.03%	266
2014 Q3	–	Sell	-150,000	Closed	-$2.83M	–	174
2014 Q2	$3.02M	Buy	+150,000	New	+$2.88M	0.7%	43

Other funds holding PHM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Interval Partners's PHM Position: Q2 2024 in Review

Interval Partners sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 10,000 shares — an estimated $1.21M sold.

Interval Partners first reported a position in PHM in Q2 2014 and held it in 2 quarters. The position peaked at $3.02M in Q2 2014. 938 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

Interval Partners reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
Interval Partners sold 10,000 Pultegroup shares in Q2 2024, an estimated $1.21M.
Interval Partners first reported a position in Pultegroup in Q2 2014 and held it in 2 quarters.
Interval Partners's Pultegroup position peaked at $3.02M in Q2 2014.
938 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Interval Partners's 13F filing for Q2 2024, filed 14 Aug 2024.