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SpiderRock Advisors’s Pultegroup PHM Stock Holding History

SpiderRock 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
2017
Q3 		– Hold
0
– -$1K – 851
2017
Q2 		– Hold
0
– – – 836
2017
Q1 		– Hold
0
– – – 823

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $8.66B AUM 17.37% 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

SpiderRock Advisors's PHM Position: Q3 2024 in Review

SpiderRock Advisors reduced its Pultegroup (PHM) stake by 38% in Q3 2024, selling an estimated $127K and leaving 1,656 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

SpiderRock Advisors first reported a position in PHM in Q1 2024 and has held it in 3 quarters since. The position peaked at $292K in Q2 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • SpiderRock Advisors held 1,656 shares of Pultegroup worth $238K as of Q3 2024.
  • SpiderRock Advisors sold 997 Pultegroup shares in Q3 2024, an estimated $127K.
  • Pultegroup made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #775 holding.
  • SpiderRock Advisors first reported a position in Pultegroup in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Pultegroup position peaked at $292K in Q2 2024.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.