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Kowal Investment Group’s Pultegroup PHM Stock Holding History

Kowal Investment Group’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
Q3 		$259K Buy
+1,807
New +$230K 0.05% 170
2021
Q4 		– Sell
-182
Closed -$8K – 701
2021
Q3 		$8K Buy
+182
New +$9.46K ﹤0.01% 555

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kowal Investment Group's PHM Position: Q3 2024 in Review

Kowal Investment Group opened a new position in Pultegroup (PHM) in Q3 2024: 1,807 shares worth $259K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in PHM as recently as Q3 2021.

Kowal Investment Group first reported a position in PHM in Q3 2021 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Kowal Investment Group held 1,807 shares of Pultegroup worth $259K as of Q3 2024.
  • Pultegroup was a new Kowal Investment Group position in Q3 2024.
  • Pultegroup made up 0.05% of Kowal Investment Group's portfolio in Q3 2024, its #170 holding.
  • Kowal Investment Group first reported a position in Pultegroup in Q3 2021 and has held it in 2 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.