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Contravisory Investment Management’s Pultegroup PHM Stock Holding History

Contravisory Investment 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
2025
Q1 		– Sell
-9,236
Closed -$1.01M – 433
2024
Q4 		$1.01M Buy
9,236
+143
+2% +$18.6K 0.22% 57
2024
Q3 		$1.31M Sell
9,093
-127
-1% -$16.1K 0.28% 47
2024
Q2 		$1.02M Buy
9,220
+19
+0.2% +$2.16K 0.22% 53
2024
Q1 		$1.11M Sell
9,201
-115
-1% -$12.3K 0.25% 51
2023
Q4 		$962K Buy
9,316
+1,598
+21% +$136K 0.24% 54
2023
Q3 		$572K Hold
7,718
– – 0.16% 81
2023
Q2 		$600K Buy
7,718
+132
+2% +$8.95K 0.16% 82
2023
Q1 		$442K Buy
+7,586
New +$410K 0.12% 102
2020
Q2 		– Sell
-9,885
Closed -$221K – 317
2020
Q1 		$221K Buy
9,885
+9,770
+8,496% +$377K 0.1% 119
2019
Q4 		$4K Buy
+115
New +$4.47K ﹤0.01% 257
2018
Q3 		– Sell
-10,180
Closed -$293K – 352
2018
Q2 		$293K Sell
10,180
-104
-1% -$3.13K 0.11% 128
2018
Q1 		$303K Buy
10,284
+1,156
+13% +$35.9K 0.11% 120
2017
Q4 		$304K Buy
+9,128
New +$283K 0.11% 109
2016
Q4 		– Sell
-762
Closed -$15K – 319
2016
Q3 		$15K Buy
+762
New +$15.8K ﹤0.01% 163

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 $3.38T AUM 44.17% 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

Contravisory Investment Management's PHM Position: Q1 2025 in Review

Contravisory Investment Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 9,236 shares — an estimated $1.01M sold.

Contravisory Investment Management first reported a position in PHM in Q3 2016 and held it in 14 quarters. The position peaked at $1.31M in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Contravisory Investment Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 9,236 Pultegroup shares in Q1 2025, an estimated $1.01M.
  • Contravisory Investment Management first reported a position in Pultegroup in Q3 2016 and held it in 14 quarters.
  • Contravisory Investment Management's Pultegroup position peaked at $1.31M in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.