WWM
PHM icon

Wolff Wiese Magana’s Pultegroup PHM Stock Holding History

Wolff Wiese Magana’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
-31
Closed -$3.41K – 1013
2024
Q2 		$3.41K Hold
31
– – ﹤0.01% 476
2024
Q1 		$3.74K Buy
+31
New +$3.33K ﹤0.01% 430
2022
Q4 		– Sell
-106
Closed -$4K – 927
2022
Q3 		$4K Sell
106
-5
-5% -$210 ﹤0.01% 650
2022
Q2 		$4K Buy
111
+10
+10% +$421 ﹤0.01% 670
2022
Q1 		$4K Hold
101
– – ﹤0.01% 665
2021
Q4 		$6K Hold
101
– – ﹤0.01% 612
2021
Q3 		$5K Hold
101
– – ﹤0.01% 625
2021
Q2 		$6K Hold
101
– – ﹤0.01% 602
2021
Q1 		$5K Hold
101
– – ﹤0.01% 589
2020
Q4 		$4K Buy
+101
New +$4.47K ﹤0.01% 571

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

Wolff Wiese Magana's PHM Position: Q3 2024 in Review

Wolff Wiese Magana sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 31 shares — an estimated $3.41K sold.

Wolff Wiese Magana first reported a position in PHM in Q4 2020 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Wolff Wiese Magana reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Wolff Wiese Magana sold 31 Pultegroup shares in Q3 2024, an estimated $3.41K.
  • Wolff Wiese Magana first reported a position in Pultegroup in Q4 2020 and held it in 10 quarters.
  • Wolff Wiese Magana's Pultegroup position peaked at $6K in Q4 2021.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Wolff Wiese Magana's 13F filing for Q3 2024, filed 16 Oct 2024.