UFF
PHM icon

USA Financial Formulas’s Pultegroup PHM Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-13,235
Closed -$1.37M – 402
2023
Q4 		$1.37M Buy
13,235
+9,869
+293% +$839K 0.24% 44
2023
Q3 		$249K Buy
3,366
+843
+33% +$67.2K 0.37% 71
2023
Q2 		$196K Buy
+2,523
New +$171K 0.3% 58
2020
Q2 		– Sell
-46,159
Closed -$1.03M – 308
2020
Q1 		$1.03M Buy
46,159
+46,154
+923,080% +$1.78M 0.66% 57
2019
Q4 		$0 Buy
+5
New +$194 ﹤0.01% 294
2019
Q1 		– Sell
-19,269
Closed -$477K – 284
2018
Q4 		$477K Buy
19,269
+6,351
+49% +$157K 0.12% 127
2018
Q3 		$371K Buy
+12,918
New +$366K 0.09% 178
2018
Q1 		– Sell
-105,779
Closed -$3.52M – 388
2017
Q4 		$3.52M Buy
+105,779
New +$3.28M 0.84% 57
2017
Q2 		– Sell
-48,066
Closed -$1.13M – 290
2017
Q1 		$1.13M Buy
+48,066
New +$1.04M 0.27% 78
2016
Q4 		– Sell
-21,547
Closed -$432K – 324
2016
Q3 		$432K Buy
+21,547
New +$447K 0.11% 166

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 $3.37T AUM 44.26% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

USA Financial Formulas's PHM Position: Q1 2024 in Review

USA Financial Formulas sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 13,235 shares — an estimated $1.37M sold.

USA Financial Formulas first reported a position in PHM in Q3 2016 and held it in 10 quarters. The position peaked at $3.52M in Q4 2017. 913 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • USA Financial Formulas reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
  • USA Financial Formulas sold 13,235 Pultegroup shares in Q1 2024, an estimated $1.37M.
  • USA Financial Formulas first reported a position in Pultegroup in Q3 2016 and held it in 10 quarters.
  • USA Financial Formulas's Pultegroup position peaked at $3.52M in Q4 2017.
  • 913 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.