Williamson Legacy Group’s Pultegroup PHM Stock Holding History

Williamson Legacy 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 Q4	–	Sell	-3,507	Closed	-$503K	–	131
2024 Q3	$503K	Buy	+3,507	New	+$446K	0.34%	84

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Williamson Legacy Group's PHM Position: Q4 2024 in Review

Williamson Legacy Group sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 3,507 shares — an estimated $503K sold.

Williamson Legacy Group first reported a position in PHM in Q3 2024 and held it in 1 quarter. The position peaked at $503K in Q3 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Williamson Legacy Group reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Williamson Legacy Group sold 3,507 Pultegroup shares in Q4 2024, an estimated $503K.
Williamson Legacy Group first reported a position in Pultegroup in Q3 2024 and held it in 1 quarter.
Williamson Legacy Group's Pultegroup position peaked at $503K in Q3 2024.
985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Williamson Legacy Group's 13F filing for Q4 2024, filed 5 Feb 2025.