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Mirabella Financial Services’s Pultegroup PHM Stock Holding History

Mirabella Financial Services’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
-14,584
Closed -$1.61M – 392
2024
Q2 		$1.61M Buy
+14,584
New +$1.66M 0.12% 93
2024
Q1 		– Sell
-3,393
Closed -$350K – 670
2023
Q4 		$350K Buy
+3,393
New +$288K 0.05% 260
2022
Q2 		– Sell
-6,735
Closed -$283K – 659
2022
Q1 		$283K Buy
+6,735
New +$334K 0.03% 336
2020
Q4 		– Sell
-4,728
Closed -$219K – 444
2020
Q3 		$219K Buy
+4,728
New +$202K 0.03% 267

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mirabella Financial Services's PHM Position: Q3 2024 in Review

Mirabella Financial Services sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 14,584 shares — an estimated $1.61M sold.

Mirabella Financial Services first reported a position in PHM in Q3 2020 and held it in 4 quarters. The position peaked at $1.61M in Q2 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Mirabella Financial Services reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 14,584 Pultegroup shares in Q3 2024, an estimated $1.61M.
  • Mirabella Financial Services first reported a position in Pultegroup in Q3 2020 and held it in 4 quarters.
  • Mirabella Financial Services's Pultegroup position peaked at $1.61M in Q2 2024.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.