Power Corp of Canada’s Pultegroup PHM Stock Holding History

Power Corp of Canada’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 Q1	–	Sell	-2,901	Closed	-$299K	–	125
2023 Q4	$299K	Sell	2,901 -1,242	-30%	-$106K	0.03%	141
2023 Q3	$307K	Sell	4,143 -4,143	-50%	-$330K	0.02%	137
2023 Q2	$644K	Hold	8,286	–	–	0.06%	115
2023 Q1	$469K	Buy	8,286 +4,143	+100%	+$224K	0.05%	121
2022 Q4	$189K	Hold	4,143	–	–	0.03%	153
2022 Q3	$155K	Buy	+4,143	New	+$174K	0.04%	165

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Power Corp of Canada's PHM Position: Q1 2024 in Review

Power Corp of Canada sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 2,901 shares — an estimated $299K sold.

Power Corp of Canada first reported a position in PHM in Q3 2022 and held it in 6 quarters. The position peaked at $644K in Q2 2023. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

Power Corp of Canada reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
Power Corp of Canada sold 2,901 Pultegroup shares in Q1 2024, an estimated $299K.
Power Corp of Canada first reported a position in Pultegroup in Q3 2022 and held it in 6 quarters.
Power Corp of Canada's Pultegroup position peaked at $644K in Q2 2023.
912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Power Corp of Canada's 13F filing for Q1 2024, filed 14 May 2024.