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Laffer Tengler Investments’s Pultegroup PHM Stock Holding History

Laffer Tengler Investments’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 		– Sell
-34
Closed -$3.74K – 304
2024
Q2 		$3.74K Hold
34
– – ﹤0.01% 349
2024
Q1 		$4.1K Hold
34
– – ﹤0.01% 348
2023
Q4 		$3.51K Hold
34
– – ﹤0.01% 340
2023
Q3 		$2.52K Sell
34
-8,825
-100% -$703K ﹤0.01% 301
2023
Q2 		$688K Buy
8,859
+5
+0.1% +$339 0.18% 117
2023
Q1 		$516K Buy
8,854
+32
+0.4% +$1.73K 0.14% 138
2022
Q4 		$402K Buy
8,822
+2,595
+42% +$109K 0.12% 152
2022
Q3 		$234K Hold
6,227
– – 0.09% 167
2022
Q2 		$247K Hold
6,227
– – 0.09% 163
2022
Q1 		$261K Sell
6,227
-8,774
-58% -$435K 0.08% 170
2021
Q4 		$857K Buy
15,001
+1,698
+13% +$87K 0.25% 113
2021
Q3 		$611K Buy
13,303
+3,113
+31% +$162K 0.18% 132
2021
Q2 		$556K Buy
10,190
+7,641
+300% +$427K 0.21% 109
2021
Q1 		$134K Buy
2,549
+283
+12% +$13.2K 0.05% 204
2020
Q4 		$99.9K Buy
+2,266
New +$100K 0.04% 205
2019
Q2 		– Sell
-65,690
Closed -$1.84M – 155
2019
Q1 		$1.84M Hold
65,690
– – 0.49% 108
2018
Q4 		$1.71M Hold
65,690
– – 0.5% 102
2018
Q3 		$1.63M Hold
65,690
– – 0.4% 131
2018
Q2 		$1.89M Hold
65,690
– – 0.48% 122
2018
Q1 		$1.94M Buy
+65,690
New +$2.04M 0.48% 126
2016
Q4 		– Sell
-51,744
Closed -$1.04M – 271
2016
Q3 		$1.04M Hold
51,744
– – 0.29% 146
2016
Q2 		$1.01M Buy
+51,744
New +$959K 0.29% 150

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laffer Tengler Investments's PHM Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 34 shares — an estimated $3.74K sold.

Laffer Tengler Investments first reported a position in PHM in Q2 2016 and held it in 22 quarters. The position peaked at $1.94M in Q1 2018. 1,005 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 34 Pultegroup shares in Q3 2024, an estimated $3.74K.
  • Laffer Tengler Investments first reported a position in Pultegroup in Q2 2016 and held it in 22 quarters.
  • Laffer Tengler Investments's Pultegroup position peaked at $1.94M in Q1 2018.
  • 1,005 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.