Marcum Wealth’s Pultegroup PHM Stock Holding History

Marcum Wealth’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	-1,961	Closed	-$281K	–	428
2024 Q3	$281K	Sell	1,961 -173	-8%	-$22K	0.03%	301
2024 Q2	$235K	Buy	2,134 +29	+1%	+$3.29K	0.02%	315
2024 Q1	$254K	Sell	2,105 -8	-0.4%	-$858	0.03%	300
2023 Q4	$218K	Buy	+2,113	New	+$180K	0.02%	317

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's PHM Position: Q4 2024 in Review

Marcum Wealth sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,961 shares — an estimated $281K sold.

Marcum Wealth first reported a position in PHM in Q4 2023 and held it in 4 quarters. The position peaked at $281K in Q3 2024. 983 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Marcum Wealth reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Marcum Wealth sold 1,961 Pultegroup shares in Q4 2024, an estimated $281K.
Marcum Wealth first reported a position in Pultegroup in Q4 2023 and held it in 4 quarters.
Marcum Wealth's Pultegroup position peaked at $281K in Q3 2024.
983 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.