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Elo Mutual Pension Insurance’s Pultegroup PHM Stock Holding History

Elo Mutual Pension Insurance’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
2026
Q1 		$1.52M Sell
12,931
-7,383
-36% -$946K 0.03% 419
2025
Q4 		$2.38M Sell
20,314
-3,718
-15% -$456K 0.04% 337
2025
Q3 		$3.18M Buy
24,032
+13,182
+121% +$1.64M 0.05% 274
2025
Q2 		$1.14M Sell
10,850
-5,071
-32% -$511K 0.02% 416
2025
Q1 		$1.64M Sell
15,921
-6,697
-30% -$723K 0.04% 343
2024
Q4 		$2.46M Buy
22,618
+3,991
+21% +$518K 0.05% 312
2024
Q3 		$2.67M Buy
18,627
+1,324
+8% +$168K 0.06% 280
2024
Q2 		$1.91M Buy
17,303
+3,212
+23% +$365K 0.04% 315
2024
Q1 		$1.7M Sell
14,091
-5,068
-26% -$544K 0.04% 332
2023
Q4 		$1.98M Buy
19,159
+366
+2% +$31.1K 0.05% 294
2023
Q3 		$1.39M Buy
18,793
+273
+1% +$21.8K 0.04% 320
2023
Q2 		$1.44M Buy
18,520
+246
+1% +$16.7K 0.04% 321
2023
Q1 		$1.06M Buy
18,274
+82
+0.5% +$4.43K 0.03% 349
2022
Q4 		$828K Buy
18,192
+345
+2% +$14.5K 0.03% 389
2022
Q3 		$669K Sell
17,847
-1,853
-9% -$77.9K 0.03% 406
2022
Q2 		$781K Hold
19,700
– – 0.03% 410
2022
Q1 		$825K Buy
19,700
+30
+0.2% +$1.49K 0.02% 447
2021
Q4 		$1.12M Buy
19,670
+639
+3% +$32.8K 0.03% 369
2021
Q3 		$874K Hold
19,031
– – 0.03% 366
2021
Q2 		$1.04M Sell
19,031
-311
-2% -$17.4K 0.03% 350
2021
Q1 		$1.01M Buy
19,342
+275
+1% +$12.8K 0.03% 346
2020
Q4 		$822K Buy
+19,067
New +$845K 0.03% 356

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Elo Mutual Pension Insurance's PHM Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Pultegroup (PHM) stake by 36% in Q1 2026, selling an estimated $946K and leaving 12,931 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #419.

Elo Mutual Pension Insurance first reported a position in PHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.18M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Elo Mutual Pension Insurance held 12,931 shares of Pultegroup worth $1.52M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 7,383 Pultegroup shares in Q1 2026, an estimated $946K.
  • Pultegroup made up 0.03% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #419 holding.
  • Elo Mutual Pension Insurance first reported a position in Pultegroup in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's Pultegroup position peaked at $3.18M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.