RDIA
PHM icon

RE Dickinson Investment Advisors’s Pultegroup PHM Stock Holding History

RE Dickinson Investment Advisors’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
Q4 		$6.2K Hold
57
– – ﹤0.01% 184
2024
Q3 		$8.18K Buy
+57
New +$7.25K ﹤0.01% 169

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RE Dickinson Investment Advisors's PHM Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Pultegroup (PHM) position steady in Q4 2024 at 57 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

RE Dickinson Investment Advisors first reported a position in PHM in Q3 2024 and has held it in 2 quarters since. The position peaked at $8.18K in Q3 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • RE Dickinson Investment Advisors held 57 shares of Pultegroup worth $6.2K as of Q4 2024.
  • RE Dickinson Investment Advisors left its Pultegroup share count unchanged in Q4 2024.
  • Pultegroup made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #184 holding.
  • RE Dickinson Investment Advisors first reported a position in Pultegroup in Q3 2024 and has held it in 2 quarters since.
  • RE Dickinson Investment Advisors's Pultegroup position peaked at $8.18K in Q3 2024.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.