Simplicity Solutions’s Pultegroup PHM Stock Holding History

Simplicity Solutions’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	$348K	Buy	3,374 +445	+15%	+$37.8K	0.01%	789
2023 Q3	$217K	Sell	2,929 -93	-3%	-$7.41K	0.01%	882
2023 Q2	$235K	Buy	+3,022	New	+$205K	0.01%	919
2018 Q4	–	Sell	-10,734	Closed	-$266K	–	746
2018 Q3	$266K	Sell	10,734 -238	-2%	-$6.75K	0.02%	428
2018 Q2	$316K	Buy	+10,972	New	+$330K	0.02%	339
2017 Q3	–	Sell	-12,161	Closed	-$298K	–	334
2017 Q2	$298K	Sell	12,161 -1,501	-11%	-$35K	0.04%	319
2017 Q1	$322K	Sell	13,662 -5,953	-30%	-$128K	0.05%	283
2016 Q4	$361K	Buy	+19,615	New	+$373K	0.08%	236

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's PHM Position: Q4 2023 in Review

Simplicity Solutions increased its Pultegroup (PHM) stake by 15% in Q4 2023, buying an estimated $37.8K and bringing the position to 3,374 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #789.

Simplicity Solutions first reported a position in PHM in Q4 2016 and has held it in 8 quarters since. The position peaked at $361K in Q4 2016. 869 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

Simplicity Solutions held 3,374 shares of Pultegroup worth $348K as of Q4 2023.
Simplicity Solutions bought 445 Pultegroup shares in Q4 2023, an estimated $37.8K.
Pultegroup made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #789 holding.
Simplicity Solutions first reported a position in Pultegroup in Q4 2016 and has held it in 8 quarters since.
Simplicity Solutions's Pultegroup position peaked at $361K in Q4 2016.
869 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.