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Blueshift Asset Management’s Pultegroup PHM Stock Holding History

Blueshift Asset 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
-4,987
Closed -$543K – 517
2024
Q4 		$543K Buy
+4,987
New +$648K 0.2% 141
2024
Q3 		– Sell
-7,096
Closed -$781K – 452
2024
Q2 		$781K Buy
+7,096
New +$806K 0.26% 103
2023
Q4 		– Sell
-5,555
Closed -$411K – 345
2023
Q3 		$411K Buy
5,555
+2,312
+71% +$184K 0.24% 120
2023
Q2 		$252K Buy
+3,243
New +$220K 0.1% 258
2022
Q4 		– Sell
-15,646
Closed -$587K – 565
2022
Q3 		$587K Buy
+15,646
New +$658K 0.13% 244
2022
Q2 		– Sell
-7,970
Closed -$334K – 936
2022
Q1 		$334K Buy
+7,970
New +$395K 0.03% 578
2021
Q4 		– Sell
-5,352
Closed -$246K – 1143
2021
Q3 		$246K Sell
5,352
-254,680
-98% -$13.2M 0.01% 881
2021
Q2 		$14.2M Buy
+260,032
New +$14.5M 0.78% 15
2020
Q3 		– Sell
-107,356
Closed -$3.65M – 736
2020
Q2 		$3.65M Buy
+107,356
New +$3.22M 0.59% 33
2020
Q1 		– Sell
-31,704
Closed -$1.23M – 555
2019
Q4 		$1.23M Buy
+31,704
New +$1.23M 0.14% 224
2019
Q3 		– Sell
-50,960
Closed -$1.61M – 904
2019
Q2 		$1.61M Sell
50,960
-43,829
-46% -$1.37M 0.21% 147
2019
Q1 		$2.65M Buy
+94,789
New +$2.58M 0.37% 61

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 $3.37T AUM 44.26% 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

Blueshift Asset Management's PHM Position: Q1 2025 in Review

Blueshift Asset Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 4,987 shares — an estimated $543K sold.

Blueshift Asset Management first reported a position in PHM in Q1 2019 and held it in 12 quarters. The position peaked at $14.2M in Q2 2021. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Blueshift Asset Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Blueshift Asset Management sold 4,987 Pultegroup shares in Q1 2025, an estimated $543K.
  • Blueshift Asset Management first reported a position in Pultegroup in Q1 2019 and held it in 12 quarters.
  • Blueshift Asset Management's Pultegroup position peaked at $14.2M in Q2 2021.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Blueshift Asset Management's 13F filing for Q1 2025, filed 8 May 2025.