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

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

FORA Capital's PHM Position: Q1 2025 in Review

FORA Capital sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 11,983 shares — an estimated $1.3M sold.

FORA Capital first reported a position in PHM in Q4 2019 and held it in 8 quarters. The position peaked at $4.2M in Q3 2023. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

FORA Capital reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
FORA Capital sold 11,983 Pultegroup shares in Q1 2025, an estimated $1.3M.
FORA Capital first reported a position in Pultegroup in Q4 2019 and held it in 8 quarters.
FORA Capital's Pultegroup position peaked at $4.2M in Q3 2023.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.