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
2022 Q1	–	Sell	-102	Closed	-$6K	–	778
2021 Q4	$6K	Buy	+102	New	+$5.23K	﹤0.01%	769

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Bay Advisors's PHM Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 51 shares — an estimated $5.57K sold.

Eagle Bay Advisors first reported a position in PHM in Q2 2021 and held it in 14 quarters. The position peaked at $13K in Q3 2021. 960 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Eagle Bay Advisors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 51 Pultegroup shares in Q1 2025, an estimated $5.57K.
Eagle Bay Advisors first reported a position in Pultegroup in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's Pultegroup position peaked at $13K in Q3 2021.
960 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.