CMF
PHM icon

Counterpoint Mutual Funds’s Pultegroup PHM Stock Holding History

Counterpoint Mutual Funds’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
-3,272
Closed -$356K – 382
2024
Q4 		$356K Buy
+3,272
New +$425K 0.04% 180
2024
Q3 		– Sell
-1,912
Closed -$211K – 355
2024
Q2 		$211K Buy
+1,912
New +$217K 0.05% 177
2022
Q4 		– Sell
-2,988
Closed -$112K – 394
2022
Q3 		$112K Sell
2,988
-3,058
-51% -$129K 0.27% 131
2022
Q2 		$240K Buy
6,046
+4,520
+296% +$190K 0.16% 14
2022
Q1 		$64K Buy
+1,526
New +$75.7K 0.05% 145
2021
Q3 		– Sell
-243
Closed -$13K – 224
2021
Q2 		$13K Buy
+243
New +$13.6K 0.01% 107

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $6.07B AUM 11.2% 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 $1.47T AUM 27.86% 1-Year Est. Return