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Ironwood Investment Counsel’s Pultegroup PHM Stock Holding History

Ironwood Investment Counsel’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
-1,556
Closed -$223K – 259
2024
Q3 		$223K Sell
1,556
-319
-17% -$40.6K 0.04% 243
2024
Q2 		$206K Buy
+1,875
New +$213K 0.04% 245

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

Ironwood Investment Counsel's PHM Position: Q4 2024 in Review

Ironwood Investment Counsel sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,556 shares — an estimated $223K sold.

Ironwood Investment Counsel first reported a position in PHM in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Ironwood Investment Counsel reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Ironwood Investment Counsel sold 1,556 Pultegroup shares in Q4 2024, an estimated $223K.
  • Ironwood Investment Counsel first reported a position in Pultegroup in Q2 2024 and held it in 2 quarters.
  • Ironwood Investment Counsel's Pultegroup position peaked at $223K in Q3 2024.
  • 983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Ironwood Investment Counsel's 13F filing for Q4 2024, filed 10 Feb 2025.