CCM Investment Group’s Pultegroup PHM Stock Holding History

CCM Investment 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	$1.77M	Buy	17,399 +2,368	+16%	+$256K	0.19%	89
2024 Q4	$1.64M	Buy	+15,031	New	+$1.95M	0.18%	94

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM Investment Group's PHM Position: Q1 2025 in Review

CCM Investment Group increased its Pultegroup (PHM) stake by 16% in Q1 2025, buying an estimated $256K and bringing the position to 17,399 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #89.

CCM Investment Group first reported a position in PHM in Q4 2024 and has held it in 2 quarters since. 959 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

CCM Investment Group held 17,399 shares of Pultegroup worth $1.77M as of Q1 2025.
CCM Investment Group bought 2,368 Pultegroup shares in Q1 2025, an estimated $256K.
Pultegroup made up 0.19% of CCM Investment Group's portfolio in Q1 2025, its #89 holding.
CCM Investment Group first reported a position in Pultegroup in Q4 2024 and has held it in 2 quarters since.
959 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.