SW
PHM icon

SteelPeak Wealth’s Pultegroup PHM Stock Holding History

SteelPeak Wealth’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
Q4 		– Sell
-4,538
Closed -$652K – 615
2024
Q3 		$652K Sell
4,538
-13,408
-75% -$1.7M 0.03% 276
2024
Q2 		$1.98M Buy
+17,946
New +$2.04M 0.09% 166
2022
Q4 		– Sell
-20,050
Closed -$754K – 465
2022
Q3 		$754K Buy
20,050
+5,000
+33% +$210K 0.06% 187
2022
Q2 		$599K Buy
15,050
+5,000
+50% +$211K 0.04% 230
2022
Q1 		$421K Hold
10,050
– – 0.03% 310
2021
Q4 		$574K Buy
10,050
+4,600
+84% +$236K 0.03% 236
2021
Q3 		$250K Buy
+5,450
New +$283K 0.02% 360

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return