BFG
PHM icon

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 $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