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Telemus Capital’s Pultegroup PHM Stock Holding History

Telemus Capital’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
2023
Q4 		$1.13M Buy
10,959
+84
+0.8% +$7.14K 0.09% 155
2023
Q3 		$805K Sell
10,875
-331
-3% -$26.4K 0.07% 177
2023
Q2 		$870K Sell
11,206
-54
-0.5% -$3.66K 0.07% 171
2023
Q1 		$656K Buy
11,260
+275
+3% +$14.8K 0.06% 195
2022
Q4 		$531K Sell
10,985
-150
-1% -$6.32K 0.05% 219
2022
Q3 		$418K Buy
11,135
+5
+0% +$210 0.04% 218
2022
Q2 		$441K Buy
11,130
+214
+2% +$9.01K 0.04% 243
2022
Q1 		$457K Sell
10,916
-535
-5% -$26.5K 0.04% 235
2021
Q4 		$655K Buy
11,451
+582
+5% +$29.8K 0.05% 221
2021
Q3 		$499K Buy
10,869
+2,969
+38% +$154K 0.04% 238
2021
Q2 		$431K Hold
7,900
– – 0.03% 255
2021
Q1 		$425K Hold
7,900
– – 0.03% 291
2020
Q4 		$341K Hold
7,900
– – 0.03% 301
2020
Q3 		$377K Hold
7,900
– – 0.03% 345
2020
Q2 		$277K Hold
7,900
– – 0.02% 352
2020
Q1 		$268K Sell
7,900
-3,500
-31% -$135K 0.02% 323
2019
Q4 		$442K Buy
11,400
+1,000
+10% +$38.9K 0.03% 265
2019
Q3 		$380K Hold
10,400
– – 0.03% 275
2019
Q2 		$324K Buy
10,400
+900
+9% +$28.1K 0.03% 283
2019
Q1 		$266K Sell
9,500
-308
-3% -$8.39K 0.02% 358
2018
Q4 		$255K Sell
9,808
-3,221
-25% -$79.7K 0.02% 354
2018
Q3 		$323K Sell
13,029
-639
-5% -$18.1K 0.02% 350
2018
Q2 		$393K Buy
13,668
+815
+6% +$24.5K 0.03% 324
2018
Q1 		$379K Sell
12,853
-49
-0.4% -$1.52K 0.03% 321
2017
Q4 		$429K Buy
12,902
+295
+2% +$9.16K 0.03% 314
2017
Q3 		$345K Sell
12,607
-7
-0.1% -$177 0.04% 256
2017
Q2 		$309K Buy
12,614
+3,264
+35% +$76.2K 0.03% 292
2017
Q1 		$220K Buy
+9,350
New +$201K 0.02% 314

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Telemus Capital's PHM Position: Q4 2023 in Review

Telemus Capital increased its Pultegroup (PHM) stake by 0.77% in Q4 2023, buying an estimated $7.14K and bringing the position to 10,959 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #155.

Telemus Capital first reported a position in PHM in Q1 2017 and has held it in 28 quarters since. 870 funds tracked by Wall St. Rank hold PHM as of Q4 2023.

  • Telemus Capital held 10,959 shares of Pultegroup worth $1.13M as of Q4 2023.
  • Telemus Capital bought 84 Pultegroup shares in Q4 2023, an estimated $7.14K.
  • Pultegroup made up 0.09% of Telemus Capital's portfolio in Q4 2023, its #155 holding.
  • Telemus Capital first reported a position in Pultegroup in Q1 2017 and has held it in 28 quarters since.
  • 870 funds tracked by Wall St. Rank held Pultegroup as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.