Foundry Partners’s Pultegroup PHM Stock Holding History

Foundry Partners’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
2024 Q4	–	Sell	-1,475	Closed	-$212K	–	297
2024 Q3	$212K	Buy	+1,475	New	+$188K	0.01%	281
2015 Q2	–	Sell	-268,120	Closed	-$5.96M	–	280
2015 Q1	$5.96M	Buy	+268,120	New	+$5.84M	0.5%	84

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 $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foundry Partners's PHM Position: Q4 2024 in Review

Foundry Partners sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 1,475 shares — an estimated $212K sold.

Foundry Partners first reported a position in PHM in Q1 2015 and held it in 2 quarters. The position peaked at $5.96M in Q1 2015. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

Foundry Partners reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
Foundry Partners sold 1,475 Pultegroup shares in Q4 2024, an estimated $212K.
Foundry Partners first reported a position in Pultegroup in Q1 2015 and held it in 2 quarters.
Foundry Partners's Pultegroup position peaked at $5.96M in Q1 2015.
985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Foundry Partners's 13F filing for Q4 2024, filed 12 Feb 2025.