RFG
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RFP Financial Group’s Pultegroup PHM Stock Holding History

RFP 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
2024
Q3 		– Sell
-143
Closed -$15.7K – 605
2024
Q2 		$15.7K Sell
143
-43
-23% -$4.88K 0.01% 379
2024
Q1 		$22.4K Sell
186
-69
-27% -$7.4K 0.01% 300
2023
Q4 		$26.3K Sell
255
-80
-24% -$6.8K 0.01% 271
2023
Q3 		$24.8K Hold
335
– – 0.01% 262
2023
Q2 		$26K Hold
335
– – 0.01% 283
2023
Q1 		$19.5K Hold
335
– – 0.02% 198
2022
Q4 		$15.3K Buy
+335
New +$14.1K 0.01% 324

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $6.07B AUM 11.2% 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