Eagle Bay Advisors’s Pultegroup PHM Stock Holding History

Eagle Bay Advisors’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	-51	Closed	-$5.57K	–	726
2024 Q4	$5.57K	Sell	51 -18	-26%	-$2.34K	﹤0.01%	685
2024 Q3	$9.92K	Sell	69 -8	-10%	-$1.02K	﹤0.01%	789
2024 Q2	$8.49K	Sell	77 -9	-10%	-$1.02K	0.01%	595
2024 Q1	$10.4K	Sell	86 -8	-9%	-$858	0.01%	572
2023 Q4	$9.7K	Sell	94 -13	-12%	-$1.1K	0.01%	534
2023 Q3	$7.92K	Hold	107	–	–	﹤0.01%	625
2023 Q2	$8.31K	Buy	107 +19	+22%	+$1.29K	﹤0.01%	620
2023 Q1	$5.13K	Sell	88 -17	-16%	-$918	﹤0.01%	667
2022 Q4	$4.78K	Sell	105 -47	-31%	-$1.98K	﹤0.01%	676
2022 Q3	$6K	Buy	152 +36	+31%	+$1.51K	﹤0.01%	660
2022 Q2	$4.6K	Buy	+116	New	+$4.89K	﹤0.01%	738
2022 Q1	–	Sell	-40	Closed	-$2K	–	786
2021 Q4	$2K	Sell	40 -221	-85%	-$11.3K	﹤0.01%	931
2021 Q3	$13K	Buy	261 +102	+64%	+$5.3K	0.01%	698
2021 Q2	$10K	Buy	+159	New	+$8.89K	0.01%	676

Other funds holding PHM

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

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 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

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 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