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Naples Money Management’s Pultegroup PHM Stock Holding History

Naples Money 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
2024
Q3 		$2.45M Buy
+17,100
New +$2.17M 2.07% 18
2024
Q2 		– Sell
-150
Closed -$18.1K – 425
2024
Q1 		$18.1K Sell
150
-150
-50% -$16.1K 0.02% 144
2023
Q4 		$31K Buy
+300
New +$25.5K 0.03% 109

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 $408B AUM 30.18% 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 $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Naples Money Management's PHM Position: Q3 2024 in Review

Naples Money Management opened a new position in Pultegroup (PHM) in Q3 2024: 17,100 shares worth $2.45M. The stake represents 2.07% of the portfolio and ranks #18 among its holdings. This is a return to the name: Naples Money Management previously reported a position in PHM as recently as Q1 2024.

Naples Money Management first reported a position in PHM in Q4 2023 and has held it in 3 quarters since. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Naples Money Management held 17,100 shares of Pultegroup worth $2.45M as of Q3 2024.
  • Pultegroup was a new Naples Money Management position in Q3 2024.
  • Pultegroup made up 2.07% of Naples Money Management's portfolio in Q3 2024, its #18 holding.
  • Naples Money Management first reported a position in Pultegroup in Q4 2023 and has held it in 3 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.