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LBP AM’s Pultegroup PHM Stock Holding History

LBP AM’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
-10,098
Closed -$1.45M – 402
2024
Q3 		$1.45M Sell
10,098
-533
-5% -$67.8K 0.02% 268
2024
Q2 		$1.17M Hold
10,631
– – 0.05% 201
2024
Q1 		$1.28M Sell
10,631
-1,079
-9% -$116K 0.05% 209
2023
Q4 		$1.21M Hold
11,710
– – 0.03% 314
2023
Q3 		$867K Buy
11,710
+5,068
+76% +$404K 0.02% 376
2023
Q2 		$516K Hold
6,642
– – 0.01% 384
2023
Q1 		$387K Buy
+6,642
New +$359K 0.01% 440

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LBP AM's PHM Position: Q4 2024 in Review

LBP AM sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 10,098 shares — an estimated $1.45M sold.

LBP AM first reported a position in PHM in Q1 2023 and held it in 7 quarters. The position peaked at $1.45M in Q3 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • LBP AM reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • LBP AM sold 10,098 Pultegroup shares in Q4 2024, an estimated $1.45M.
  • LBP AM first reported a position in Pultegroup in Q1 2023 and held it in 7 quarters.
  • LBP AM's Pultegroup position peaked at $1.45M in Q3 2024.
  • 985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on LBP AM's 13F filing for Q4 2024, filed 10 Feb 2025.