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Loring Wolcott & Coolidge Fiduciary Advisors’s Pultegroup PHM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-55
Closed -$7.47K – 576
2024
Q3 		$7.47K Buy
+55
New +$6.99K ﹤0.01% 508
2021
Q3 		– Sell
-57
Closed -$3K – 888
2021
Q2 		$3K Buy
+57
New +$3.19K ﹤0.01% 806

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PHM Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 55 shares — an estimated $7.47K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PHM in Q2 2021 and held it in 2 quarters. The position peaked at $7.47K in Q3 2024. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 55 Pultegroup shares in Q4 2024, an estimated $7.47K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pultegroup in Q2 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Pultegroup position peaked at $7.47K in Q3 2024.
  • 983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.