PVH
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Psagot Value Holdings’s Pultegroup PHM Stock Holding History

Psagot Value Holdings’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
Q2 		– Sell
-35
Closed -$4K – 89
2024
Q1 		$4K Hold
35
– – 0.04% 55
2023
Q4 		$4K Hold
35
– – ﹤0.01% 435
2023
Q3 		$3K Sell
35
-12
-26% -$957 ﹤0.01% 422
2023
Q2 		$4K Buy
47
+37
+370% +$2.51K ﹤0.01% 381
2023
Q1 		$1K Buy
+10
New +$540 ﹤0.01% 469
2019
Q1 		– Sell
-28,000
Closed -$728K – 464
2018
Q4 		$728K Sell
28,000
-4,350
-13% -$108K 0.03% 190
2018
Q3 		$801K Hold
32,350
– – 0.04% 157
2018
Q2 		$930K Hold
32,350
– – 0.04% 149
2018
Q1 		$954K Sell
32,350
-2,250
-7% -$69.8K 0.04% 160
2017
Q4 		$1.15M Sell
34,600
-820
-2% -$25.5K 0.05% 136
2017
Q3 		$968K Buy
35,420
+3,320
+10% +$84K 0.04% 155
2017
Q2 		$787K Buy
32,100
+3,500
+12% +$81.7K 0.03% 154
2017
Q1 		$674K Buy
+28,600
New +$616K 0.03% 170
2014
Q2 		– Sell
-11,700
Closed -$225K – 442
2014
Q1 		$225K Sell
11,700
-1,300
-10% -$25.7K 0.01% 247
2013
Q4 		$265K Sell
13,000
-10,000
-43% -$177K 0.01% 252
2013
Q3 		$380K Hold
23,000
– – 0.01% 229
2013
Q2 		$436K Buy
+23,000
New +$478K 0.02% 191

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Psagot Value Holdings's PHM Position: Q2 2024 in Review

Psagot Value Holdings sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 35 shares — an estimated $4K sold.

Psagot Value Holdings first reported a position in PHM in Q2 2013 and held it in 17 quarters. The position peaked at $1.15M in Q4 2017. 938 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Psagot Value Holdings reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 35 Pultegroup shares in Q2 2024, an estimated $4K.
  • Psagot Value Holdings first reported a position in Pultegroup in Q2 2013 and held it in 17 quarters.
  • Psagot Value Holdings's Pultegroup position peaked at $1.15M in Q4 2017.
  • 938 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.