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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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RFP Financial Group's PHM Position: Q3 2024 in Review

RFP Financial Group sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 143 shares — an estimated $15.7K sold.

RFP Financial Group first reported a position in PHM in Q4 2022 and held it in 7 quarters. The position peaked at $26.3K in Q4 2023. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • RFP Financial Group reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 143 Pultegroup shares in Q3 2024, an estimated $15.7K.
  • RFP Financial Group first reported a position in Pultegroup in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Pultegroup position peaked at $26.3K in Q4 2023.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.