AlphaQuest’s Pultegroup PHM Stock Holding History

AlphaQuest’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
2026 Q1	–	Sell	-12,239	Closed	-$1.44M	–	1504
2025 Q4	$1.44M	Buy	12,239 +9,714	+385%	+$1.19M	0.08%	295
2025 Q3	$334K	Buy	2,525 +1,872	+287%	+$233K	0.02%	1088
2025 Q2	$68.9K	Sell	653 -9,755	-94%	-$983K	0.01%	1546
2025 Q1	$1.07M	Sell	10,408 -6,340	-38%	-$685K	0.12%	274
2024 Q4	$1.82M	Buy	16,748 +6,992	+72%	+$908K	0.24%	70
2024 Q3	$1.4M	Sell	9,756 -7,488	-43%	-$952K	0.12%	247
2024 Q2	$1.9M	Buy	17,244 +14,916	+641%	+$1.69M	0.26%	96
2024 Q1	$281K	Sell	2,328 -2,488	-52%	-$267K	0.05%	541
2023 Q4	$497K	Buy	+4,816	New	+$409K	0.11%	348

Other funds holding PHM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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