GLOBALT Investments’s Pultegroup PHM Stock Holding History

GLOBALT Investments’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	-9,894	Closed	-$1.08M	–	208
2024 Q4	$1.08M	Sell	9,894 -118	-1%	-$15.3K	0.04%	141
2024 Q3	$1.44M	Sell	10,012 -3,526	-26%	-$448K	0.05%	129
2024 Q2	$1.49M	Sell	13,538 -42	-0.3%	-$4.77K	0.06%	127
2024 Q1	$1.64M	Sell	13,580 -477	-3%	-$51.2K	0.07%	126
2023 Q4	$1.45M	Buy	+14,057	New	+$1.19M	0.06%	130

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

GLOBALT Investments's PHM Position: Q1 2025 in Review

GLOBALT Investments sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 9,894 shares — an estimated $1.08M sold.

GLOBALT Investments first reported a position in PHM in Q4 2023 and held it in 5 quarters. The position peaked at $1.64M in Q1 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

GLOBALT Investments reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
GLOBALT Investments sold 9,894 Pultegroup shares in Q1 2025, an estimated $1.08M.
GLOBALT Investments first reported a position in Pultegroup in Q4 2023 and held it in 5 quarters.
GLOBALT Investments's Pultegroup position peaked at $1.64M in Q1 2024.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on GLOBALT Investments's 13F filing for Q1 2025, filed 7 May 2025.