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Planning Capital Management Corporation’s Pultegroup PHM Stock Holding History

Planning Capital Management Corporation’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
-27
Closed -$2.97K – 882
2024
Q2 		$2.97K Hold
27
– – ﹤0.01% 504
2024
Q1 		$3.26K Hold
27
– – ﹤0.01% 522
2023
Q4 		$2.79K Buy
+27
New +$2.29K ﹤0.01% 539

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 $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

Planning Capital Management Corporation's PHM Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 27 shares — an estimated $2.97K sold.

Planning Capital Management Corporation first reported a position in PHM in Q4 2023 and held it in 3 quarters. The position peaked at $3.26K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 27 Pultegroup shares in Q3 2024, an estimated $2.97K.
  • Planning Capital Management Corporation first reported a position in Pultegroup in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Pultegroup position peaked at $3.26K in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.