ADIM
PHM icon

Alpha DNA Investment Management’s Pultegroup PHM Stock Holding History

Alpha DNA Investment Management’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
Q1 		– Sell
-3,895
Closed -$424K – 128
2024
Q4 		$424K Sell
3,895
-3,616
-48% -$469K 0.16% 157
2024
Q3 		$1.08M Buy
+7,511
New +$955K 0.4% 49
2021
Q2 		– Sell
-1,118
Closed -$58K – 489
2021
Q1 		$58K Sell
1,118
-131
-10% -$6.12K 0.07% 153
2020
Q4 		$53K Buy
+1,249
New +$55.3K 0.06% 176

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alpha DNA Investment Management's PHM Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 3,895 shares — an estimated $424K sold.

Alpha DNA Investment Management first reported a position in PHM in Q4 2020 and held it in 4 quarters. The position peaked at $1.08M in Q3 2024. 959 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Alpha DNA Investment Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Alpha DNA Investment Management sold 3,895 Pultegroup shares in Q1 2025, an estimated $424K.
  • Alpha DNA Investment Management first reported a position in Pultegroup in Q4 2020 and held it in 4 quarters.
  • Alpha DNA Investment Management's Pultegroup position peaked at $1.08M in Q3 2024.
  • 959 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.