D.J. St. Germain’s Pultegroup PHM Stock Holding History

D.J. St. Germain’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 Q2	–	Sell	-440	Closed	-$45.2K	–	931
2025 Q1	$45.2K	Hold	440	–	–	﹤0.01%	413
2024 Q4	$47.9K	Hold	440	–	–	﹤0.01%	427
2024 Q3	$63.2K	Hold	440	–	–	﹤0.01%	370
2024 Q2	$48.4K	Hold	440	–	–	﹤0.01%	390
2024 Q1	$53.1K	Hold	440	–	–	﹤0.01%	387
2023 Q4	$45.4K	Sell	440 -240	-35%	-$20.4K	﹤0.01%	397
2023 Q3	$50.4K	Hold	680	–	–	﹤0.01%	363
2023 Q2	$52.8K	Buy	+680	New	+$46.1K	﹤0.01%	363
2022 Q4	$31K	Buy	+680	New	+$28.6K	0.01%	200

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.J. St. Germain's PHM Position: Q2 2025 in Review

D.J. St. Germain sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 440 shares — an estimated $45.2K sold.

D.J. St. Germain first reported a position in PHM in Q4 2022 and held it in 9 quarters. The position peaked at $63.2K in Q3 2024. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

D.J. St. Germain reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
D.J. St. Germain sold 440 Pultegroup shares in Q2 2025, an estimated $45.2K.
D.J. St. Germain first reported a position in Pultegroup in Q4 2022 and held it in 9 quarters.
D.J. St. Germain's Pultegroup position peaked at $63.2K in Q3 2024.
946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on D.J. St. Germain's 13F filing for Q2 2025, filed 16 Jul 2025.