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Concourse Financial Group Securities’s Pultegroup PHM Stock Holding History

Concourse Financial Group Securities’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
-1,851
Closed -$216K – 1505
2024
Q4 		$216K Buy
1,851
+9
+0.5% +$1.17K 0.01% 703
2024
Q3 		$265K Buy
1,842
+40
+2% +$5.09K 0.02% 623
2024
Q2 		$199K Buy
1,802
+297
+20% +$33.7K 0.01% 692
2024
Q1 		$182K Buy
1,505
+909
+153% +$97.5K 0.01% 710
2023
Q4 		$61.6K Sell
596
-20
-3% -$1.7K ﹤0.01% 1063
2023
Q3 		$45.7K Buy
616
+124
+25% +$9.88K ﹤0.01% 1115
2023
Q2 		$38.3K Buy
492
+217
+79% +$14.7K ﹤0.01% 1195
2023
Q1 		$16.1K Buy
275
+33
+14% +$1.78K ﹤0.01% 1527
2022
Q4 		$11.1K Sell
242
-32
-12% -$1.35K ﹤0.01% 1624
2022
Q3 		$10K Sell
274
-17
-6% -$715 ﹤0.01% 1485
2022
Q2 		$12K Buy
291
+76
+35% +$3.2K ﹤0.01% 1611
2022
Q1 		$9K Sell
215
-1,984
-90% -$98.4K ﹤0.01% 1722
2021
Q4 		$126K Sell
2,199
-26
-1% -$1.33K 0.01% 896
2021
Q3 		$102K Sell
2,225
-48
-2% -$2.49K 0.01% 979
2021
Q2 		$124K Sell
2,273
-37
-2% -$2.07K 0.01% 900
2021
Q1 		$121K Buy
2,310
+21
+0.9% +$980 0.01% 857
2020
Q4 		$99K Buy
2,289
+39
+2% +$1.73K 0.01% 895
2020
Q3 		$104K Buy
2,250
+20
+0.9% +$856 0.01% 767
2020
Q2 		$76K Buy
2,230
+2,182
+4,546% +$65.5K 0.01% 822
2020
Q1 		$1K Sell
48
-6,103
-99% -$236K ﹤0.01% 2070
2019
Q4 		$239K Buy
6,151
+6,017
+4,490% +$234K 0.02% 461
2019
Q3 		$5K Sell
134
-4,831
-97% -$161K ﹤0.01% 1329
2019
Q2 		$158K Sell
4,965
-4,793
-49% -$150K 0.02% 538
2019
Q1 		$272K Buy
9,758
+4,055
+71% +$111K 0.03% 389
2018
Q4 		$148K Buy
5,703
+5,444
+2,102% +$135K 0.02% 518
2018
Q3 		$6K Buy
+259
New +$7.34K ﹤0.01% 1345

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concourse Financial Group Securities's PHM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 1,851 shares — an estimated $216K sold.

Concourse Financial Group Securities first reported a position in PHM in Q3 2018 and held it in 26 quarters. The position peaked at $272K in Q1 2019. 960 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,851 Pultegroup shares in Q1 2025, an estimated $216K.
  • Concourse Financial Group Securities first reported a position in Pultegroup in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Pultegroup position peaked at $272K in Q1 2019.
  • 960 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.