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Unique Wealth Strategies’s Pultegroup PHM Stock Holding History

Unique Wealth Strategies’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 		– Sell
-7
Closed -$844 – 544
2024
Q2 		$844 Buy
+7
New +$795 ﹤0.01% 566
2024
Q1 		– Sell
-13,362
Closed -$1.38M – 202
2023
Q4 		$1.38M Buy
+13,362
New +$1.14M 0.92% 26

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Unique Wealth Strategies's PHM Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 7 shares — an estimated $844 sold.

Unique Wealth Strategies first reported a position in PHM in Q4 2023 and held it in 2 quarters. The position peaked at $1.38M in Q4 2023. 1,003 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 7 Pultegroup shares in Q3 2024, an estimated $844.
  • Unique Wealth Strategies first reported a position in Pultegroup in Q4 2023 and held it in 2 quarters.
  • Unique Wealth Strategies's Pultegroup position peaked at $1.38M in Q4 2023.
  • 1,003 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.