AG
PHM icon

Algert Global’s Pultegroup PHM Stock Holding History

Algert Global’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
2025
Q3 		– Sell
-3,149
Closed -$332K – 1294
2025
Q2 		$332K Buy
3,149
+200
+7% +$20.1K 0.01% 1011
2025
Q1 		$303K Buy
+2,949
New +$319K 0.01% 1010
2024
Q4 		– Sell
-3,633
Closed -$521K – 1290
2024
Q3 		$521K Buy
3,633
+596
+20% +$75.8K 0.01% 888
2024
Q2 		$334K Buy
+3,037
New +$345K 0.01% 1077
2024
Q1 		– Sell
-2,904
Closed -$300K – 1220
2023
Q4 		$300K Sell
2,904
-250
-8% -$21.2K 0.01% 940
2023
Q3 		$234K Sell
3,154
-18,531
-85% -$1.48M 0.01% 939
2023
Q2 		$1.68M Sell
21,685
-3,041
-12% -$206K 0.07% 454
2023
Q1 		$1.44M Buy
+24,726
New +$1.34M 0.07% 475

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return