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Lake Street Advisors Group’s Pultegroup PHM Stock Holding History

Lake Street Advisors 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
Q4 		$201K Sell
1,841
-140
-7% -$18.2K 0.01% 567
2024
Q3 		$285K Buy
1,981
+46
+2% +$5.85K 0.01% 470
2024
Q2 		$213K Sell
1,935
-91
-4% -$10.3K 0.01% 525
2024
Q1 		$245K Sell
2,026
-1
-0% -$107 0.01% 506
2023
Q4 		$210K Buy
+2,027
New +$172K 0.01% 532

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 $408B AUM 30.18% 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 $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

Lake Street Advisors Group's PHM Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Pultegroup (PHM) stake by 7.1% in Q4 2024, selling an estimated $18.2K and leaving 1,841 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #567.

Lake Street Advisors Group first reported a position in PHM in Q4 2023 and has held it in 5 quarters since. The position peaked at $285K in Q3 2024. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Lake Street Advisors Group held 1,841 shares of Pultegroup worth $201K as of Q4 2024.
  • Lake Street Advisors Group sold 140 Pultegroup shares in Q4 2024, an estimated $18.2K.
  • Pultegroup made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #567 holding.
  • Lake Street Advisors Group first reported a position in Pultegroup in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Pultegroup position peaked at $285K in Q3 2024.
  • 983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.