Union Investments & Development’s Pultegroup PHM Stock Holding History

Union Investments & Development’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 Q3	$215K	Hold	1,500	–	–	1.24%	12
2024 Q2	$165K	Sell	1,500 -1,500	-50%	-$170K	1.01%	18
2024 Q1	$362K	Hold	3,000	–	–	1.64%	11
2023 Q4	$310K	Hold	3,000	–	–	0.29%	14
2023 Q3	$222K	Hold	3,000	–	–	0.12%	21
2023 Q2	$233K	Hold	3,000	–	–	0.12%	21
2023 Q1	$175K	Hold	3,000	–	–	0.1%	25
2022 Q4	$171K	Hold	3,000	–	–	0.1%	24
2022 Q3	$113K	Hold	3,000	–	–	0.05%	35
2022 Q2	$119K	Hold	3,000	–	–	0.05%	32
2022 Q1	$126K	Buy	3,000 +1,800	+150%	+$89.3K	0.05%	33
2021 Q4	$69K	Buy	+1,200	New	+$61.5K	0.02%	45

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Union Investments & Development's PHM Position: Q3 2024 in Review

Union Investments & Development held its Pultegroup (PHM) position steady in Q3 2024 at 1,500 shares worth $215K. The position accounts for 1.24% of the portfolio, ranked #12.

Union Investments & Development first reported a position in PHM in Q4 2021 and has held it in 12 quarters since. The position peaked at $362K in Q1 2024. 1,003 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

Union Investments & Development held 1,500 shares of Pultegroup worth $215K as of Q3 2024.
Union Investments & Development left its Pultegroup share count unchanged in Q3 2024.
Pultegroup made up 1.24% of Union Investments & Development's portfolio in Q3 2024, its #12 holding.
Union Investments & Development first reported a position in Pultegroup in Q4 2021 and has held it in 12 quarters since.
Union Investments & Development's Pultegroup position peaked at $362K in Q1 2024.
1,003 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Union Investments & Development's 13F filing for Q3 2024, filed 12 Nov 2024.