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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
2024
Q3 		– Sell
-3,600
Closed -$396K – 1560
2024
Q2 		$396K Buy
+3,600
New +$409K 0.01% 831
2018
Q2 		– Sell
-67,400
Closed -$1.99M – 2072
2018
Q1 		$1.99M Sell
67,400
-52,600
-44% -$1.63M 0.03% 576
2017
Q4 		$3.99M Buy
120,000
+15,400
+15% +$478K 0.05% 355
2017
Q3 		$2.86M Buy
+104,600
New +$2.65M 0.04% 526
2016
Q2 		– Sell
-24,000
Closed -$449K – 2294
2016
Q1 		$449K Sell
24,000
-12,000
-33% -$205K 0.01% 1357
2015
Q4 		$642K Hold
36,000
– – 0.02% 887
2015
Q3 		$679K Buy
+36,000
New +$733K 0.02% 864

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $6.07B AUM 11.2% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
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.