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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 $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

Counterpoint Mutual Funds's PHM Position: Q1 2025 in Review

Counterpoint Mutual Funds sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 3,272 shares — an estimated $356K sold.

Counterpoint Mutual Funds first reported a position in PHM in Q2 2021 and held it in 6 quarters. The position peaked at $356K in Q4 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Counterpoint Mutual Funds reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 3,272 Pultegroup shares in Q1 2025, an estimated $356K.
  • Counterpoint Mutual Funds first reported a position in Pultegroup in Q2 2021 and held it in 6 quarters.
  • Counterpoint Mutual Funds's Pultegroup position peaked at $356K in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2025, filed 12 Feb 2026.