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Kennedy Capital Management’s Pultegroup PHM Stock Holding History

Kennedy 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
2024
Q4 		– Sell
-2,099
Closed -$301K – 724
2024
Q3 		$301K Hold
2,099
– – 0.01% 661
2024
Q2 		$231K Hold
2,099
– – ﹤0.01% 677
2024
Q1 		$253K Buy
2,099
+6
+0.3% +$644 0.01% 690
2023
Q4 		$216K Buy
+2,093
New +$178K ﹤0.01% 672
2022
Q4 		– Sell
-24,035
Closed -$901K – 636
2022
Q3 		$901K Buy
24,035
+267
+1% +$11.2K 0.03% 494
2022
Q2 		$942K Buy
23,768
+657
+3% +$27.7K 0.03% 485
2022
Q1 		$968K Buy
23,111
+3,369
+17% +$167K 0.02% 504
2021
Q4 		$1.13M Buy
19,742
+2,934
+17% +$150K 0.02% 502
2021
Q3 		$772K Sell
16,808
-191
-1% -$9.93K 0.02% 545
2021
Q2 		$928K Buy
16,999
+550
+3% +$30.8K 0.02% 526
2021
Q1 		$863K Buy
16,449
+6,012
+58% +$281K 0.02% 559
2020
Q4 		$450K Buy
10,437
+2,774
+36% +$123K 0.01% 593
2020
Q3 		$355K Buy
7,663
+95
+1% +$4.07K 0.01% 608
2020
Q2 		$258K Buy
+7,568
New +$227K 0.01% 632

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kennedy Capital Management's PHM Position: Q4 2024 in Review

Kennedy Capital Management sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 2,099 shares — an estimated $301K sold.

Kennedy Capital Management first reported a position in PHM in Q2 2020 and held it in 14 quarters. The position peaked at $1.13M in Q4 2021. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Kennedy Capital Management reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 2,099 Pultegroup shares in Q4 2024, an estimated $301K.
  • Kennedy Capital Management first reported a position in Pultegroup in Q2 2020 and held it in 14 quarters.
  • Kennedy Capital Management's Pultegroup position peaked at $1.13M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Kennedy Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.