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Versor Investments’s Pultegroup PHM Stock Holding History

Versor Investments’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
-1,935
Closed -$213K – 935
2024
Q2 		$213K Sell
1,935
-13,465
-87% -$1.53M 0.04% 646
2024
Q1 		$1.86M Buy
+15,400
New +$1.65M 0.38% 34
2023
Q4 		– Sell
-13,300
Closed -$985K – 826
2023
Q3 		$985K Buy
+13,300
New +$1.06M 0.2% 113
2022
Q3 		– Sell
-19,647
Closed -$779K – 913
2022
Q2 		$779K Buy
19,647
+6,022
+44% +$254K 0.03% 338
2022
Q1 		$571K Buy
13,625
+3,151
+30% +$156K 0.02% 280
2021
Q4 		$599K Buy
10,474
+1,000
+11% +$51.3K 0.02% 207
2021
Q3 		$435K Buy
+9,474
New +$492K 0.01% 287
2020
Q4 		– Sell
-16,524
Closed -$765K – 235
2020
Q3 		$765K Buy
16,524
+6,200
+60% +$265K 0.07% 108
2020
Q2 		$351K Sell
10,324
-17,376
-63% -$522K 0.03% 121
2020
Q1 		$618K Sell
27,700
-9,600
-26% -$371K 0.04% 94
2019
Q4 		$1.45M Buy
37,300
+13,100
+54% +$509K 0.07% 94
2019
Q3 		$885K Buy
+24,200
New +$805K 0.06% 167
2019
Q2 		– Sell
-61,650
Closed -$1.72M – 324
2019
Q1 		$1.72M Buy
61,650
+21,313
+53% +$581K 0.16% 64
2018
Q4 		$1.05M Buy
40,337
+11,300
+39% +$279K 0.24% 72
2018
Q3 		$719K Sell
29,037
-800
-3% -$22.7K 0.27% 116
2018
Q2 		$858K Buy
29,837
+19,400
+186% +$584K 0.29% 116
2018
Q1 		$308K Sell
10,437
-8,500
-45% -$264K 0.1% 202
2017
Q4 		$630K Buy
+18,937
New +$588K 0.18% 152

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

Versor Investments's PHM Position: Q3 2024 in Review

Versor Investments sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 1,935 shares — an estimated $213K sold.

Versor Investments first reported a position in PHM in Q4 2017 and held it in 18 quarters. The position peaked at $1.86M in Q1 2024. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Versor Investments reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Versor Investments sold 1,935 Pultegroup shares in Q3 2024, an estimated $213K.
  • Versor Investments first reported a position in Pultegroup in Q4 2017 and held it in 18 quarters.
  • Versor Investments's Pultegroup position peaked at $1.86M in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Versor Investments's 13F filing for Q3 2024, filed 4 Nov 2024.