CCG
PHM icon

Cypress Capital Group’s Pultegroup PHM Stock Holding History

Cypress Capital Group’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
-6,370
Closed -$694K – 249
2024
Q4 		$694K Sell
6,370
-1,770
-22% -$230K 0.09% 153
2024
Q3 		$1.17M Sell
8,140
-123
-1% -$15.6K 0.13% 124
2024
Q2 		$910K Sell
8,263
-1,040
-11% -$118K 0.11% 143
2024
Q1 		$1.12M Sell
9,303
-178
-2% -$19.1K 0.13% 132
2023
Q4 		$979K Sell
9,481
-284
-3% -$24.1K 0.13% 144
2023
Q3 		$723K Buy
+9,765
New +$778K 0.1% 172
2022
Q1 		– Sell
-12,502
Closed -$714K – 328
2021
Q4 		$714K Sell
12,502
-5,542
-31% -$284K 0.09% 178
2021
Q3 		$829K Sell
18,044
-2,004
-10% -$104K 0.11% 159
2021
Q2 		$1.09M Sell
20,048
-355
-2% -$19.8K 0.15% 135
2021
Q1 		$1.07M Sell
20,403
-692
-3% -$32.3K 0.15% 134
2020
Q4 		$910K Buy
21,095
+114
+0.5% +$5.05K 0.14% 131
2020
Q3 		$971K Sell
20,981
-658
-3% -$28.2K 0.16% 127
2020
Q2 		$736K Buy
+21,639
New +$650K 0.13% 133
2020
Q1 		– Sell
-9,338
Closed -$362K – 230
2019
Q4 		$362K Sell
9,338
-1,250
-12% -$48.6K 0.06% 186
2019
Q3 		$387K Sell
10,588
-93
-0.9% -$3.1K 0.07% 178
2019
Q2 		$338K Sell
10,681
-232
-2% -$7.24K 0.07% 186
2019
Q1 		$305K Sell
10,913
-2,049
-16% -$55.8K 0.06% 204
2018
Q4 		$337K Buy
+12,962
New +$321K 0.08% 186
2014
Q4 		– Sell
-16,981
Closed -$300K – 221
2014
Q3 		$300K Buy
16,981
+1
+0% +$19 0.07% 176
2014
Q2 		$342K Buy
16,980
+1,191
+8% +$22.9K 0.08% 163
2014
Q1 		$303K Buy
15,789
+1,893
+14% +$37.4K 0.07% 167
2013
Q4 		$283K Buy
13,896
+3,581
+35% +$63.5K 0.07% 168
2013
Q3 		$170K Sell
10,315
-14
-0.1% -$239 0.04% 201
2013
Q2 		$196K Buy
+10,329
New +$215K 0.04% 213

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

Cypress Capital Group's PHM Position: Q1 2025 in Review

Cypress Capital Group sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 6,370 shares — an estimated $694K sold.

Cypress Capital Group first reported a position in PHM in Q2 2013 and held it in 24 quarters. The position peaked at $1.17M in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Cypress Capital Group reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Cypress Capital Group sold 6,370 Pultegroup shares in Q1 2025, an estimated $694K.
  • Cypress Capital Group first reported a position in Pultegroup in Q2 2013 and held it in 24 quarters.
  • Cypress Capital Group's Pultegroup position peaked at $1.17M in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Cypress Capital Group's 13F filing for Q1 2025, filed 12 May 2025.