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	–	614
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	–	–	0.02%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SteelPeak Wealth's PHM Position: Q4 2024 in Review

SteelPeak Wealth sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 4,538 shares — an estimated $652K sold.

SteelPeak Wealth first reported a position in PHM in Q3 2021 and held it in 7 quarters. The position peaked at $1.98M in Q2 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

SteelPeak Wealth reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
SteelPeak Wealth sold 4,538 Pultegroup shares in Q4 2024, an estimated $652K.
SteelPeak Wealth first reported a position in Pultegroup in Q3 2021 and held it in 7 quarters.
SteelPeak Wealth's Pultegroup position peaked at $1.98M in Q2 2024.
984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on SteelPeak Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.