Cidel Asset Management
PHM icon

Cidel Asset Management’s Pultegroup PHM Stock Holding History

Cidel 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
2026
Q3 		$401K Buy
3,457
+303
+10% +$38.1K 0.02% 291
2026
Q2 		$433K Buy
3,154
+154
+5% +$18.7K 0.02% 291
2026
Q1 		$353K Buy
3,000
+457
+18% +$58.5K 0.02% 293
2025
Q4 		$298K Buy
2,543
+152
+6% +$18.6K 0.02% 274
2025
Q3 		$316K Sell
2,391
-100
-4% -$12.4K 0.02% 267
2025
Q2 		$263K Buy
2,491
+232
+10% +$23.4K 0.02% 291
2025
Q1 		$232K Sell
2,259
-130
-5% -$14K 0.02% 293
2024
Q4 		$260K Hold
2,389
– – 0.02% 278
2024
Q3 		$343K Sell
2,389
-117
-5% -$14.9K 0.02% 241
2024
Q2 		$276K Sell
2,506
-363
-13% -$41.2K 0.02% 259
2024
Q1 		$346K Sell
2,869
-1,627
-36% -$175K 0.03% 237
2023
Q4 		$464K Sell
4,496
-4,468
-50% -$380K 0.02% 198
2023
Q3 		$664K Sell
8,964
-182,490
-95% -$14.5M 0.03% 99
2023
Q2 		$14.9M Sell
191,454
-53,527
-22% -$3.63M 0.67% 46
2023
Q1 		$14.3M Buy
244,981
+70,721
+41% +$3.82M 0.66% 45
2022
Q4 		$7.93M Buy
174,260
+46,534
+36% +$1.96M 0.37% 58
2022
Q3 		$4.79M Buy
+127,726
New +$5.37M 0.23% 63

Other funds holding PHM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Cidel Asset Management's PHM Position: Q3 2026 in Review

Cidel Asset Management increased its Pultegroup (PHM) stake by 9.6% in Q3 2026, buying an estimated $38.1K and bringing the position to 3,457 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #291.

Cidel Asset Management first reported a position in PHM in Q3 2022 and has held it in 17 quarters since. The position peaked at $14.9M in Q2 2023. 616 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Cidel Asset Management held 3,457 shares of Pultegroup worth $401K as of Q3 2026.
  • Cidel Asset Management bought 303 Pultegroup shares in Q3 2026, an estimated $38.1K.
  • Pultegroup made up 0.02% of Cidel Asset Management's portfolio in Q3 2026, its #291 holding.
  • Cidel Asset Management first reported a position in Pultegroup in Q3 2022 and has held it in 17 quarters since.
  • Cidel Asset Management's Pultegroup position peaked at $14.9M in Q2 2023.
  • 616 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Cidel Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.