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Range Financial Group’s Pultegroup PHM Stock Holding History

Range Financial Group’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
2023
Q4 		– Sell
-17,617
Closed -$1.3M – 176
2023
Q3 		$1.3M Buy
17,617
+1,004
+6% +$80K 0.86% 36
2023
Q2 		$1.29M Buy
+16,613
New +$1.13M 0.82% 40

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Range Financial Group's PHM Position: Q4 2023 in Review

Range Financial Group sold out of Pultegroup (PHM) in Q4 2023, closing a stake of 17,617 shares — an estimated $1.3M sold.

Range Financial Group first reported a position in PHM in Q2 2023 and held it in 2 quarters. The position peaked at $1.3M in Q3 2023. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Range Financial Group reported no remaining Pultegroup position as of Q4 2023 after selling out during the quarter.
  • Range Financial Group sold 17,617 Pultegroup shares in Q4 2023, an estimated $1.3M.
  • Range Financial Group first reported a position in Pultegroup in Q2 2023 and held it in 2 quarters.
  • Range Financial Group's Pultegroup position peaked at $1.3M in Q3 2023.
  • 870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Range Financial Group's 13F filing for Q4 2023, filed 10 Jan 2024.