Koshinski Asset Management
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Koshinski Asset Management’s Pultegroup PHM Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-1,968
Closed -$237K – 632
2024
Q1 		$237K Buy
+1,968
New +$211K 0.02% 494
2022
Q1 		– Sell
-2,365
Closed -$135K – 2215
2021
Q4 		$135K Sell
2,365
-592
-20% -$30.4K 0.01% 748
2021
Q3 		$136K Buy
+2,957
New +$154K 0.01% 734

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Koshinski Asset Management's PHM Position: Q2 2024 in Review

Koshinski Asset Management sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 1,968 shares — an estimated $237K sold.

Koshinski Asset Management first reported a position in PHM in Q3 2021 and held it in 3 quarters. The position peaked at $237K in Q1 2024. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Koshinski Asset Management reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 1,968 Pultegroup shares in Q2 2024, an estimated $237K.
  • Koshinski Asset Management first reported a position in Pultegroup in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Pultegroup position peaked at $237K in Q1 2024.
  • 937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.