TIAA Trust, National Association
PHM icon

TIAA Trust, National Association’s Pultegroup PHM Stock Holding History

TIAA Trust, National Association’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
-85,895
Closed -$12.3M – 668
2024
Q3 		$12.3M Sell
85,895
-38,620
-31% -$4.91M 0.04% 166
2024
Q2 		$13.7M Buy
124,515
+29,580
+31% +$3.36M 0.04% 157
2024
Q1 		$11.5M Buy
+94,935
New +$10.2M 0.04% 170

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association's PHM Position: Q4 2024 in Review

TIAA Trust, National Association sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 85,895 shares — an estimated $12.3M sold.

TIAA Trust, National Association first reported a position in PHM in Q1 2024 and held it in 3 quarters. The position peaked at $13.7M in Q2 2024. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • TIAA Trust, National Association reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • TIAA Trust, National Association sold 85,895 Pultegroup shares in Q4 2024, an estimated $12.3M.
  • TIAA Trust, National Association first reported a position in Pultegroup in Q1 2024 and held it in 3 quarters.
  • TIAA Trust, National Association's Pultegroup position peaked at $13.7M in Q2 2024.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on TIAA Trust, National Association's 13F filing for Q4 2024, filed 11 Feb 2025.