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Lincoln National Corp’s Pultegroup PHM Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-1,781
Closed -$215K – 828
2024
Q1 		$215K Buy
+1,781
New +$191K ﹤0.01% 1119
2021
Q1 		– Sell
-4,687
Closed -$202K – 821
2020
Q4 		$202K Buy
4,687
+106
+2% +$4.7K 0.01% 708
2020
Q3 		$212K Sell
4,581
-1,603
-26% -$68.6K 0.01% 612
2020
Q2 		$210K Buy
+6,184
New +$186K 0.01% 593
2020
Q1 		– Sell
-6,047
Closed -$235K – 651
2019
Q4 		$235K Buy
+6,047
New +$235K 0.01% 560

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lincoln National Corp's PHM Position: Q2 2024 in Review

Lincoln National Corp sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 1,781 shares — an estimated $215K sold.

Lincoln National Corp first reported a position in PHM in Q4 2019 and held it in 5 quarters. The position peaked at $235K in Q4 2019. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Lincoln National Corp reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,781 Pultegroup shares in Q2 2024, an estimated $215K.
  • Lincoln National Corp first reported a position in Pultegroup in Q4 2019 and held it in 5 quarters.
  • Lincoln National Corp's Pultegroup position peaked at $235K in Q4 2019.
  • 937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.