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Altshuler Shaham’s Pultegroup PHM Stock Holding History

Altshuler Shaham’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
-32
Closed -$3.48K – 385
2024
Q4 		$3.48K Buy
+32
New +$4.16K ﹤0.01% 345
2024
Q3 		– Sell
-31
Closed -$3.41K – 354
2024
Q2 		$3.41K Sell
31
-273
-90% -$31K ﹤0.01% 277
2024
Q1 		$36.7K Sell
304
-149
-33% -$16K ﹤0.01% 111
2023
Q4 		$46.8K Sell
453
-251
-36% -$21.3K ﹤0.01% 119
2023
Q3 		$52.1K Buy
+704
New +$56.1K ﹤0.01% 150
2022
Q4 		– Sell
-2,907
Closed -$111K – 571
2022
Q3 		$111K Sell
2,907
-336
-10% -$14.1K ﹤0.01% 153
2022
Q2 		$129K Buy
+3,243
New +$137K ﹤0.01% 156
2021
Q4 		– Sell
-2,282
Closed -$106K – 619
2021
Q3 		$106K Buy
2,282
+1,243
+120% +$64.6K ﹤0.01% 322
2021
Q2 		$57K Buy
+1,039
New +$58.1K ﹤0.01% 421
2020
Q2 		– Sell
-188
Closed -$4K – 519
2020
Q1 		$4K Buy
188
+180
+2,250% +$6.95K ﹤0.01% 359
2019
Q4 		$0 Buy
+8
New +$311 ﹤0.01% 595

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Altshuler Shaham's PHM Position: Q1 2025 in Review

Altshuler Shaham sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 32 shares — an estimated $3.48K sold.

Altshuler Shaham first reported a position in PHM in Q4 2019 and held it in 11 quarters. The position peaked at $129K in Q2 2022. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Altshuler Shaham reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 32 Pultegroup shares in Q1 2025, an estimated $3.48K.
  • Altshuler Shaham first reported a position in Pultegroup in Q4 2019 and held it in 11 quarters.
  • Altshuler Shaham's Pultegroup position peaked at $129K in Q2 2022.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.