CI Investments Inc
PHM icon

CI Investments Inc’s Pultegroup PHM Stock Holding History

CI Investments Inc’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
2026
Q1 		$1.05M Sell
8,925
-167
-2% -$21.4K 0.01% 429
2025
Q4 		$1.07M Buy
9,092
+4,834
+114% +$593K ﹤0.01% 431
2025
Q3 		$563K Buy
4,258
+113
+3% +$14K ﹤0.01% 501
2025
Q2 		$437K Buy
4,145
+165
+4% +$16.6K ﹤0.01% 540
2025
Q1 		$409K Buy
3,980
+200
+5% +$21.6K ﹤0.01% 565
2024
Q4 		$412K Buy
3,780
+831
+28% +$108K ﹤0.01% 547
2024
Q3 		$423K Sell
2,949
-59
-2% -$7.5K ﹤0.01% 515
2024
Q2 		$331K Sell
3,008
-2,766
-48% -$314K ﹤0.01% 542
2024
Q1 		$696K Buy
5,774
+265
+5% +$28.4K ﹤0.01% 438
2023
Q4 		$569K Sell
5,509
-126
-2% -$10.7K ﹤0.01% 430
2023
Q3 		$417K Sell
5,635
-76
-1% -$6.06K ﹤0.01% 467
2023
Q2 		$444K Buy
5,711
+4,756
+498% +$322K ﹤0.01% 482
2023
Q1 		$56K Buy
955
+74
+8% +$4K ﹤0.01% 873
2022
Q4 		$40K Sell
881
-1,937
-69% -$81.6K ﹤0.01% 980
2022
Q3 		$106K Sell
2,818
-57
-2% -$2.4K ﹤0.01% 691
2022
Q2 		$114K Sell
2,875
-1,469
-34% -$61.9K ﹤0.01% 698
2022
Q1 		$182K Sell
4,344
-76,092
-95% -$3.78M ﹤0.01% 723
2021
Q4 		$4.6M Buy
80,436
+50,438
+168% +$2.59M 0.02% 341
2021
Q3 		$1.38M Buy
29,998
+25,752
+607% +$1.34M 0.01% 424
2021
Q2 		$232K Sell
4,246
-8,846
-68% -$495K ﹤0.01% 718
2021
Q1 		$687K Buy
13,092
+9,470
+261% +$442K ﹤0.01% 461
2020
Q4 		$156K Buy
3,622
+1,213
+50% +$53.7K ﹤0.01% 688
2020
Q3 		$112K Buy
+2,409
New +$103K ﹤0.01% 645
2020
Q1 		– Sell
-9,923
Closed -$385K – 617
2019
Q4 		$385K Buy
+9,923
New +$386K ﹤0.01% 524

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CI Investments Inc's PHM Position: Q1 2026 in Review

CI Investments Inc reduced its Pultegroup (PHM) stake by 1.8% in Q1 2026, selling an estimated $21.4K and leaving 8,925 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #429.

CI Investments Inc first reported a position in PHM in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.6M in Q4 2021. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • CI Investments Inc held 8,925 shares of Pultegroup worth $1.05M as of Q1 2026.
  • CI Investments Inc sold 167 Pultegroup shares in Q1 2026, an estimated $21.4K.
  • Pultegroup made up 0.01% of CI Investments Inc's portfolio in Q1 2026, its #429 holding.
  • CI Investments Inc first reported a position in Pultegroup in Q4 2019 and has held it in 24 quarters since.
  • CI Investments Inc's Pultegroup position peaked at $4.6M in Q4 2021.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.