Matrix Trust Company’s Pultegroup PHM Stock Holding History

Matrix Trust Company’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 Q3	–	Sell	-109	Closed	-$12K	–	264
2024 Q2	$12K	Buy	+109	New	+$12.4K	﹤0.01%	146

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Matrix Trust Company's PHM Position: Q3 2024 in Review

Matrix Trust Company sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 109 shares — an estimated $12K sold.

Matrix Trust Company first reported a position in PHM in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 1,005 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

Matrix Trust Company reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
Matrix Trust Company sold 109 Pultegroup shares in Q3 2024, an estimated $12K.
Matrix Trust Company first reported a position in Pultegroup in Q2 2024 and held it in 1 quarter.
Matrix Trust Company's Pultegroup position peaked at $12K in Q2 2024.
1,005 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Matrix Trust Company's 13F filing for Q3 2024, filed 9 Oct 2024.