Estate Counselors’s Pultegroup PHM Stock Holding History

Estate Counselors’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	-14,690	Closed	-$1.6M	–	115
2024 Q4	$1.6M	Hold	14,690	–	–	0.17%	65
2024 Q3	$2.11M	Hold	14,690	–	–	0.22%	42
2024 Q2	$1.62M	Hold	14,690	–	–	0.18%	58
2024 Q1	$1.77M	Sell	14,690 -8,370	-36%	-$898K	0.2%	53
2023 Q4	$2.38M	Hold	23,060	–	–	0.29%	48
2023 Q3	$1.71M	Sell	23,060 -105	-0.5%	-$8.37K	0.23%	49
2023 Q2	$1.8M	Hold	23,165	–	–	0.23%	53
2023 Q1	$1.35M	Sell	23,165 -45	-0.2%	-$2.43K	0.18%	62
2022 Q4	$1.06M	Hold	23,210	–	–	0.15%	102
2022 Q3	$870K	Buy	+23,210	New	+$976K	0.13%	92
2020 Q2	–	Sell	-11,010	Closed	-$246K	–	168
2020 Q1	$246K	Buy	+11,010	New	+$425K	0.04%	124

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Estate Counselors's PHM Position: Q1 2025 in Review

Estate Counselors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 14,690 shares — an estimated $1.6M sold.

Estate Counselors first reported a position in PHM in Q1 2020 and held it in 11 quarters. The position peaked at $2.38M in Q4 2023. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Estate Counselors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 14,690 Pultegroup shares in Q1 2025, an estimated $1.6M.
Estate Counselors first reported a position in Pultegroup in Q1 2020 and held it in 11 quarters.
Estate Counselors's Pultegroup position peaked at $2.38M in Q4 2023.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.