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Sugarloaf Wealth Management’s Pultegroup PHM Stock Holding History

Sugarloaf Wealth Management’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 		$208K Buy
1,913
+188
+11% +$24.4K 0.04% 158
2024
Q3 		$248K Buy
1,725
+150
+10% +$19.1K 0.05% 133
2024
Q2 		$173K Hold
1,575
– – 0.04% 164
2024
Q1 		$190K Sell
1,575
-149
-9% -$16K 0.04% 154
2023
Q4 		$178K Buy
1,724
+29
+2% +$2.46K 0.04% 154
2023
Q3 		$126K Buy
1,695
+143
+9% +$11.4K 0.03% 186
2023
Q2 		$121K Buy
1,552
+60
+4% +$4.07K 0.03% 188
2023
Q1 		$87K Sell
1,492
-47,406
-97% -$2.56M 0.02% 213
2022
Q4 		$2.23M Buy
48,898
+6,933
+17% +$292K 0.56% 33
2022
Q3 		$1.58M Buy
41,965
+5,016
+14% +$211K 0.4% 39
2022
Q2 		$1.46M Buy
36,949
+36,824
+29,459% +$1.55M 0.37% 41
2022
Q1 		$5K Sell
125
-379
-75% -$18.8K ﹤0.01% 570
2021
Q4 		$29K Buy
504
+379
+303% +$19.4K 0.01% 375
2021
Q3 		$6K Hold
125
– – ﹤0.01% 593
2021
Q2 		$7K Sell
125
-48
-28% -$2.68K ﹤0.01% 565
2021
Q1 		$9 Hold
173
– – ﹤0.01% 512
2020
Q4 		$7K Hold
173
– – ﹤0.01% 512
2020
Q3 		$8K Hold
173
– – ﹤0.01% 477
2020
Q2 		$6K Hold
173
– – ﹤0.01% 501
2020
Q1 		$4K Sell
173
-1,346
-89% -$52K ﹤0.01% 544
2019
Q4 		$87K Buy
+1,519
New +$59K 0.04% 193

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 $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

Sugarloaf Wealth Management's PHM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Pultegroup (PHM) stake by 11% in Q4 2024, buying an estimated $24.4K and bringing the position to 1,913 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #158.

Sugarloaf Wealth Management first reported a position in PHM in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.23M in Q4 2022. 982 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Sugarloaf Wealth Management held 1,913 shares of Pultegroup worth $208K as of Q4 2024.
  • Sugarloaf Wealth Management bought 188 Pultegroup shares in Q4 2024, an estimated $24.4K.
  • Pultegroup made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #158 holding.
  • Sugarloaf Wealth Management first reported a position in Pultegroup in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Pultegroup position peaked at $2.23M in Q4 2022.
  • 982 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.