Summit Global Investments’s Pultegroup PHM Stock Holding History

Summit Global Investments’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	-1,751	Closed	-$251K	–	613
2024 Q3	$251K	Buy	+1,751	New	+$223K	0.02%	457
2024 Q2	–	Sell	-1,847	Closed	-$223K	–	557
2024 Q1	$223K	Sell	1,847 -11,747	-86%	-$1.26M	0.02%	468
2023 Q4	$1.4M	Sell	13,594 -9,935	-42%	-$844K	0.09%	177
2023 Q3	$1.74M	Buy	+23,529	New	+$1.88M	0.12%	137

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

Summit Global Investments's PHM Position: Q4 2024 in Review

Summit Global Investments sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,751 shares — an estimated $251K sold.

Summit Global Investments first reported a position in PHM in Q3 2023 and held it in 4 quarters. The position peaked at $1.74M in Q3 2023. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Summit Global Investments reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Summit Global Investments sold 1,751 Pultegroup shares in Q4 2024, an estimated $251K.
Summit Global Investments first reported a position in Pultegroup in Q3 2023 and held it in 4 quarters.
Summit Global Investments's Pultegroup position peaked at $1.74M in Q3 2023.
984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.