Olympiad Research’s Pultegroup PHM Stock Holding History

Olympiad Research’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
2023 Q4	–	Sell	-4,509	Closed	-$334K	–	403
2023 Q3	$334K	Buy	4,509 +1,840	+69%	+$147K	0.33%	97
2023 Q2	$207K	Buy	+2,669	New	+$181K	0.2%	210

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

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

Olympiad Research's PHM Position: Q4 2023 in Review

Olympiad Research sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 4,509 shares — an estimated $334K sold.

Olympiad Research first reported a position in PHM in Q2 2023 and held it in 2 quarters. The position peaked at $334K in Q3 2023. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

Olympiad Research reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
Olympiad Research sold 4,509 Pultegroup shares in Q4 2023, an estimated $334K.
Olympiad Research first reported a position in Pultegroup in Q2 2023 and held it in 2 quarters.
Olympiad Research's Pultegroup position peaked at $334K in Q3 2023.
870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Olympiad Research's 13F filing for Q4 2023, filed 12 Feb 2024.