NovaPoint Capital’s Pultegroup PHM Stock Holding History

NovaPoint Capital’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 Q2	–	Sell	-2,188	Closed	-$264K	–	141
2024 Q1	$264K	Buy	2,188 +35	+2%	+$3.75K	0.09%	116
2023 Q4	$222K	Buy	+2,153	New	+$183K	0.08%	125

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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NovaPoint Capital's PHM Position: Q2 2024 in Review

NovaPoint Capital sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 2,188 shares — an estimated $264K sold.

NovaPoint Capital first reported a position in PHM in Q4 2023 and held it in 2 quarters. The position peaked at $264K in Q1 2024. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

NovaPoint Capital reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
NovaPoint Capital sold 2,188 Pultegroup shares in Q2 2024, an estimated $264K.
NovaPoint Capital first reported a position in Pultegroup in Q4 2023 and held it in 2 quarters.
NovaPoint Capital's Pultegroup position peaked at $264K in Q1 2024.
937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on NovaPoint Capital's 13F filing for Q2 2024, filed 10 Jul 2024.