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Lee Financial’s Pultegroup PHM Stock Holding History

Lee Financial’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
Q1 		– Sell
-220
Closed -$22.8K – 634
2023
Q4 		$22.8K Hold
220
– – ﹤0.01% 305
2023
Q3 		$16.3K Hold
220
– – ﹤0.01% 332
2023
Q2 		$17.1K Hold
220
– – ﹤0.01% 327
2023
Q1 		$12.9K Hold
220
– – ﹤0.01% 374
2022
Q4 		$10K Buy
220
+185
+529% +$7.79K ﹤0.01% 463
2022
Q3 		$1K Sell
35
-51
-59% -$2.15K ﹤0.01% 778
2022
Q2 		$3K Sell
86
-117
-58% -$4.93K ﹤0.01% 640
2022
Q1 		$9K Buy
203
+86
+74% +$4.27K ﹤0.01% 454
2021
Q4 		$7K Buy
117
+96
+457% +$4.92K ﹤0.01% 555
2021
Q3 		$1K Sell
21
-73
-78% -$3.79K ﹤0.01% 680
2021
Q2 		$5K Buy
+94
New +$5.26K ﹤0.01% 466

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Lee Financial's PHM Position: Q1 2024 in Review

Lee Financial sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 220 shares — an estimated $22.8K sold.

Lee Financial first reported a position in PHM in Q2 2021 and held it in 11 quarters. The position peaked at $22.8K in Q4 2023. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Lee Financial reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 220 Pultegroup shares in Q1 2024, an estimated $22.8K.
  • Lee Financial first reported a position in Pultegroup in Q2 2021 and held it in 11 quarters.
  • Lee Financial's Pultegroup position peaked at $22.8K in Q4 2023.
  • 913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.