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Madison Investment Advisors’s Pultegroup PHM Stock Holding History

Madison Investment 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 		$233K Buy
+2,140
New +$278K ﹤0.01% 331

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Madison Investment Advisors's PHM Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Pultegroup (PHM) in Q4 2024: 2,140 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings.

985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Madison Investment Advisors held 2,140 shares of Pultegroup worth $233K as of Q4 2024.
  • Pultegroup was a new Madison Investment Advisors position in Q4 2024.
  • Pultegroup made up ﹤0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #331 holding.
  • 985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.