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Compound Global Advisors’s Pultegroup PHM Stock Holding History

Compound Global Advisors’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
-3,200
Closed -$348K – 51
2024
Q4 		$348K Buy
+3,200
New +$415K 1.42% 30
2024
Q1 		$28.4M Buy
235,588
+40,569
+21% +$4.35M 4.24% 8
2023
Q4 		$20.1M Sell
195,019
-93,050
-32% -$7.91M 3.73% 8
2023
Q3 		$21.3M Buy
288,069
+26,063
+10% +$2.08M 4.68% 4
2023
Q2 		$20.4M Sell
262,006
-66,393
-20% -$4.5M 4.7% 7
2023
Q1 		$19.1M Sell
328,399
-18,604
-5% -$1M 4.86% 5
2022
Q4 		$15.8M Buy
+347,003
New +$14.6M 4.5% 7

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

Compound Global Advisors's PHM Position: Q1 2025 in Review

Compound Global Advisors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 3,200 shares — an estimated $348K sold.

Compound Global Advisors first reported a position in PHM in Q4 2022 and held it in 7 quarters. The position peaked at $28.4M in Q1 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Compound Global Advisors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Compound Global Advisors sold 3,200 Pultegroup shares in Q1 2025, an estimated $348K.
  • Compound Global Advisors first reported a position in Pultegroup in Q4 2022 and held it in 7 quarters.
  • Compound Global Advisors's Pultegroup position peaked at $28.4M in Q1 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Compound Global Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.