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Liberty One Investment Management’s Pultegroup PHM Stock Holding History

Liberty One Investment Management’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
-88
Closed -$9.11K – 193
2023
Q4 		$9.11K Hold
88
– – ﹤0.01% 165
2023
Q3 		$6.54K Sell
88
-1
-1% -$80 ﹤0.01% 149
2023
Q2 		$6.93K Sell
89
-186
-68% -$12.6K ﹤0.01% 157
2023
Q1 		$16.1K Hold
275
– – ﹤0.01% 137
2022
Q4 		$12.5K Buy
275
+1
+0.4% +$42 ﹤0.01% 139
2022
Q3 		$10K Sell
274
-19,437
-99% -$817K ﹤0.01% 142
2022
Q2 		$1.08M Sell
19,711
-1,131
-5% -$47.6K 0.18% 90
2022
Q1 		$873K Sell
20,842
-665
-3% -$33K 0.13% 99
2021
Q4 		$1.23M Buy
21,507
+1,462
+7% +$75K 0.19% 81
2021
Q3 		$920K Buy
20,045
+334
+2% +$17.4K 0.16% 101
2021
Q2 		$1.08M Buy
19,711
+647
+3% +$36.2K 0.18% 90
2021
Q1 		$1M Buy
19,064
+959
+5% +$44.8K 0.18% 85
2020
Q4 		$781K Sell
18,105
-988
-5% -$43.8K 0.15% 102
2020
Q3 		$884K Sell
19,093
-1,687
-8% -$72.2K 0.18% 77
2020
Q2 		$707K Sell
20,780
-2,971
-13% -$89.2K 0.16% 88
2020
Q1 		$530K Sell
23,751
-915
-4% -$35.3K 0.14% 91
2019
Q4 		$957K Buy
+24,666
New +$958K 0.21% 75

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Liberty One Investment Management's PHM Position: Q1 2024 in Review

Liberty One Investment Management sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 88 shares — an estimated $9.11K sold.

Liberty One Investment Management first reported a position in PHM in Q4 2019 and held it in 17 quarters. The position peaked at $1.23M in Q4 2021. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Liberty One Investment Management reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 88 Pultegroup shares in Q1 2024, an estimated $9.11K.
  • Liberty One Investment Management first reported a position in Pultegroup in Q4 2019 and held it in 17 quarters.
  • Liberty One Investment Management's Pultegroup position peaked at $1.23M in Q4 2021.
  • 912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Liberty One Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.