Yeomans Consulting Group’s Pultegroup PHM Stock Holding History

Yeomans 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 Q2	–	Sell	-4,398	Closed	-$530K	–	101
2024 Q1	$530K	Buy	+4,398	New	+$472K	0.23%	44

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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Yeomans Consulting Group's PHM Position: Q2 2024 in Review

Yeomans Consulting Group sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 4,398 shares — an estimated $530K sold.

Yeomans Consulting Group first reported a position in PHM in Q1 2024 and held it in 1 quarter. The position peaked at $530K in Q1 2024. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

Yeomans Consulting Group reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
Yeomans Consulting Group sold 4,398 Pultegroup shares in Q2 2024, an estimated $530K.
Yeomans Consulting Group first reported a position in Pultegroup in Q1 2024 and held it in 1 quarter.
Yeomans Consulting Group's Pultegroup position peaked at $530K in Q1 2024.
937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Yeomans Consulting Group's 13F filing for Q2 2024, filed 25 Jul 2024.