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FORA Capital’s Pultegroup PHM Stock Holding History

FORA Capital’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
-11,983
Closed -$1.3M – 624
2024
Q4 		$1.3M Buy
+11,983
New +$1.56M 0.15% 176
2023
Q4 		– Sell
-56,721
Closed -$4.2M – 595
2023
Q3 		$4.2M Buy
+56,721
New +$4.52M 0.37% 80
2023
Q2 		– Sell
-59,348
Closed -$3.46M – 559
2023
Q1 		$3.46M Buy
+59,348
New +$3.2M 0.35% 84
2022
Q2 		– Sell
-15,467
Closed -$686K – 632
2022
Q1 		$686K Buy
15,467
+7,388
+91% +$367K 0.12% 225
2021
Q4 		$462K Buy
+8,079
New +$414K 0.18% 163
2021
Q3 		– Sell
-13,797
Closed -$753K – 725
2021
Q2 		$753K Buy
+13,797
New +$771K 0.14% 186
2020
Q2 		– Sell
-13,346
Closed -$298K – 1217
2020
Q1 		$298K Sell
13,346
-38,533
-74% -$1.49M 0.06% 347
2019
Q4 		$2.01M Buy
+51,879
New +$2.02M 0.2% 129

Other funds holding PHM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
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State Street
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
GA
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
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 $1.56T AUM 27.86% 1-Year Est. Return