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Lebenthal Global Advisors’s Pultegroup PHM Stock Holding History

Lebenthal Global Advisors’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
-2,595
Closed -$372K – 206
2024
Q3 		$372K Buy
2,595
+266
+11% +$33.8K 0.08% 143
2024
Q2 		$256K Buy
2,329
+87
+4% +$9.88K 0.06% 165
2024
Q1 		$270K Buy
2,242
+244
+12% +$26.2K 0.06% 165
2023
Q4 		$206K Buy
+1,998
New +$170K 0.05% 186

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
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

Lebenthal Global Advisors's PHM Position: Q4 2024 in Review

Lebenthal Global Advisors sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 2,595 shares — an estimated $372K sold.

Lebenthal Global Advisors first reported a position in PHM in Q4 2023 and held it in 4 quarters. The position peaked at $372K in Q3 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Lebenthal Global Advisors reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,595 Pultegroup shares in Q4 2024, an estimated $372K.
  • Lebenthal Global Advisors first reported a position in Pultegroup in Q4 2023 and held it in 4 quarters.
  • Lebenthal Global Advisors's Pultegroup position peaked at $372K in Q3 2024.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Lebenthal Global Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.