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Aspen Investment Management’s Pultegroup PHM Stock Holding History

Aspen 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
-3,140
Closed -$342K – 153
2024
Q4 		$342K Buy
3,140
+705
+29% +$91.5K 0.16% 117
2024
Q3 		$350K Buy
+2,435
New +$310K 0.16% 119
2024
Q2 		– Sell
-2,620
Closed -$316K – 156
2024
Q1 		$316K Buy
+2,620
New +$281K 0.16% 127
2021
Q3 		– Sell
-6,780
Closed -$370K – 149
2021
Q2 		$370K Buy
+6,780
New +$379K 0.19% 113

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

Aspen Investment Management's PHM Position: Q1 2025 in Review

Aspen Investment Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 3,140 shares — an estimated $342K sold.

Aspen Investment Management first reported a position in PHM in Q2 2021 and held it in 4 quarters. The position peaked at $370K in Q2 2021. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Aspen Investment Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Aspen Investment Management sold 3,140 Pultegroup shares in Q1 2025, an estimated $342K.
  • Aspen Investment Management first reported a position in Pultegroup in Q2 2021 and held it in 4 quarters.
  • Aspen Investment Management's Pultegroup position peaked at $370K in Q2 2021.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Aspen Investment Management's 13F filing for Q1 2025, filed 20 May 2025.