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Spotlight Asset Group’s Pultegroup PHM Stock Holding History

Spotlight Asset 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
Q2 		$104K Sell
947
-538
-36% -$61.1K 0.07% 105
2024
Q1 		$179K Sell
1,485
-160
-10% -$17.2K 0.13% 77
2023
Q4 		$122K Hold
1,645
– – 0.11% 86
2023
Q3 		$122K Sell
1,645
-147
-8% -$11.7K 0.11% 86
2023
Q2 		$139K Buy
+1,792
New +$121K 0.12% 79

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Spotlight Asset Group's PHM Position: Q2 2024 in Review

Spotlight Asset Group reduced its Pultegroup (PHM) stake by 36% in Q2 2024, selling an estimated $61.1K and leaving 947 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #105.

Spotlight Asset Group first reported a position in PHM in Q2 2023 and has held it in 5 quarters since. The position peaked at $179K in Q1 2024. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Spotlight Asset Group held 947 shares of Pultegroup worth $104K as of Q2 2024.
  • Spotlight Asset Group sold 538 Pultegroup shares in Q2 2024, an estimated $61.1K.
  • Pultegroup made up 0.07% of Spotlight Asset Group's portfolio in Q2 2024, its #105 holding.
  • Spotlight Asset Group first reported a position in Pultegroup in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's Pultegroup position peaked at $179K in Q1 2024.
  • 937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.