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Bleakley Financial Group’s Pultegroup PHM Stock Holding History

Bleakley Financial Group’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
-3,213
Closed -$350K – 853
2024
Q4 		$350K Sell
3,213
-180
-5% -$23.4K 0.01% 740
2024
Q3 		$487K Buy
3,393
+49
+1% +$6.23K 0.01% 610
2024
Q2 		$368K Sell
3,344
-107
-3% -$12.2K 0.01% 698
2024
Q1 		$416K Buy
3,451
+77
+2% +$8.26K 0.01% 667
2023
Q4 		$348K Buy
3,374
+445
+15% +$37.8K 0.01% 690
2023
Q3 		$217K Sell
2,929
-94
-3% -$7.49K 0.01% 780
2023
Q2 		$235K Buy
+3,023
New +$205K 0.01% 801

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

Bleakley Financial Group's PHM Position: Q1 2025 in Review

Bleakley Financial Group sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 3,213 shares — an estimated $350K sold.

Bleakley Financial Group first reported a position in PHM in Q2 2023 and held it in 7 quarters. The position peaked at $487K in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Bleakley Financial Group reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,213 Pultegroup shares in Q1 2025, an estimated $350K.
  • Bleakley Financial Group first reported a position in Pultegroup in Q2 2023 and held it in 7 quarters.
  • Bleakley Financial Group's Pultegroup position peaked at $487K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.