Paloma Partners’s Pultegroup PHM Stock Holding History

Paloma Partners’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
2018 Q2	–	Sell	-67,400	Closed	-$1.99M	–	2071
2018 Q1	$1.99M	Sell	67,400 -35,500	-34%	-$1.1M	0.03%	575
2017 Q4	$3.42M	Buy	102,900 +25,500	+33%	+$792K	0.05%	429
2017 Q3	$2.12M	Buy	+77,400	New	+$1.96M	0.03%	698
2016 Q2	–	Sell	-24,000	Closed	-$449K	–	2292
2016 Q1	$449K	Sell	24,000 -12,000	-33%	-$205K	0.01%	1356
2015 Q4	$642K	Hold	36,000	–	–	0.02%	886
2015 Q3	$679K	Buy	+36,000	New	+$733K	0.02%	863

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paloma Partners's PHM Position: Q4 2024 in Review

Paloma Partners sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 17,830 shares — an estimated $2.56M sold.

Paloma Partners first reported a position in PHM in Q1 2014 and held it in 29 quarters. The position peaked at $2.94M in Q1 2024. 982 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Paloma Partners reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 17,830 Pultegroup shares in Q4 2024, an estimated $2.56M.
Paloma Partners first reported a position in Pultegroup in Q1 2014 and held it in 29 quarters.
Paloma Partners's Pultegroup position peaked at $2.94M in Q1 2024.
982 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.