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Vantage Consulting Group’s Pultegroup PHM Stock Holding History

Vantage Consulting Group’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
-2,037
Closed -$224K – 138
2024
Q2 		$224K Sell
2,037
-73
-3% -$8.29K 0.17% 158
2024
Q1 		$255K Sell
2,110
-322
-13% -$34.5K 0.16% 105
2023
Q4 		$251K Sell
2,432
-626
-20% -$53.2K 0.17% 111
2023
Q3 		$226K Sell
3,058
-340
-10% -$27.1K 0.15% 148
2023
Q2 		$264K Sell
3,398
-1,368
-29% -$92.7K 0.15% 105
2023
Q1 		$278K Sell
4,766
-1,074
-18% -$58K 0.16% 94
2022
Q4 		$266K Sell
5,840
-696
-11% -$29.3K 0.16% 100
2022
Q3 		$245K Buy
6,536
+456
+8% +$19.2K 0.14% 125
2022
Q2 		$241K Buy
6,080
+825
+16% +$34.7K 0.14% 149
2022
Q1 		$220K Buy
5,255
+339
+7% +$16.8K 0.09% 187
2021
Q4 		$281K Sell
4,916
-475
-9% -$24.4K 0.08% 130
2021
Q3 		$248K Buy
5,391
+687
+15% +$35.7K 0.05% 131
2021
Q2 		$257K Buy
+4,704
New +$263K 0.04% 106
2021
Q1 		– Sell
-2,821
Closed -$122K – 1159
2020
Q4 		$122K Buy
+2,821
New +$125K 0.01% 115

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vantage Consulting Group's PHM Position: Q3 2024 in Review

Vantage Consulting Group sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 2,037 shares — an estimated $224K sold.

Vantage Consulting Group first reported a position in PHM in Q4 2020 and held it in 14 quarters. The position peaked at $281K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Vantage Consulting Group reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 2,037 Pultegroup shares in Q3 2024, an estimated $224K.
  • Vantage Consulting Group first reported a position in Pultegroup in Q4 2020 and held it in 14 quarters.
  • Vantage Consulting Group's Pultegroup position peaked at $281K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.