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Erste Asset Management’s Pultegroup PHM Stock Holding History

Erste Asset Management’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
Q3 		– Sell
-6,937
Closed -$862K – 783
2025
Q2 		$728K Buy
+6,937
New +$699K 0.01% 561
2024
Q3 		– Sell
-2,200
Closed -$280K – 563
2024
Q2 		$242K Buy
+2,200
New +$250K ﹤0.01% 471
2024
Q1 		– Sell
-1,130
Closed -$121K – 566
2023
Q4 		$117K Buy
1,130
+660
+140% +$56.1K ﹤0.01% 499
2023
Q3 		$34.8K Buy
470
+390
+488% +$31.1K ﹤0.01% 520
2023
Q2 		$6.21K Buy
+80
New +$5.42K ﹤0.01% 563

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Erste Asset Management's PHM Position: Q3 2025 in Review

Erste Asset Management sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 6,937 shares — an estimated $862K sold.

Erste Asset Management first reported a position in PHM in Q2 2023 and held it in 5 quarters. The position peaked at $728K in Q2 2025. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Erste Asset Management reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Erste Asset Management sold 6,937 Pultegroup shares in Q3 2025, an estimated $862K.
  • Erste Asset Management first reported a position in Pultegroup in Q2 2023 and held it in 5 quarters.
  • Erste Asset Management's Pultegroup position peaked at $728K in Q2 2025.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Erste Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.