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Macroview Investment Management’s Pultegroup PHM Stock Holding History

Macroview 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
2023
Q4 		– Sell
-145
Closed -$10.7K – 788
2023
Q3 		$10.7K Buy
+145
New +$11.6K 0.01% 241
2019
Q3 		– Sell
-105
Closed -$3K – 322
2019
Q2 		$3K Buy
+105
New +$3.28K 0.01% 245
2018
Q4 		– Sell
-136
Closed -$3K – 369
2018
Q3 		$3K Buy
+136
New +$3.85K 0.01% 247

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Macroview Investment Management's PHM Position: Q4 2023 in Review

Macroview Investment Management sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 145 shares — an estimated $10.7K sold.

Macroview Investment Management first reported a position in PHM in Q3 2018 and held it in 3 quarters. The position peaked at $10.7K in Q3 2023. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Macroview Investment Management reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 145 Pultegroup shares in Q4 2023, an estimated $10.7K.
  • Macroview Investment Management first reported a position in Pultegroup in Q3 2018 and held it in 3 quarters.
  • Macroview Investment Management's Pultegroup position peaked at $10.7K in Q3 2023.
  • 870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.