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Harvest Investment Services’s Pultegroup PHM Stock Holding History

Harvest Investment Services’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
-32,265
Closed -$3.51M – 337
2024
Q4 		$3.51M Buy
32,265
+17,955
+125% +$2.33M 0.86% 30
2024
Q3 		$2.05M Sell
14,310
-10,979
-43% -$1.4M 0.66% 45
2024
Q2 		$2.78M Buy
25,289
+5,920
+31% +$672K 1.1% 24
2024
Q1 		$2.34M Sell
19,369
-52
-0.3% -$5.58K 0.94% 27
2023
Q4 		$2M Buy
+19,421
New +$1.65M 0.92% 26
2021
Q4 		– Sell
-7,165
Closed -$329K – 301
2021
Q3 		$329K Sell
7,165
-450
-6% -$23.4K 0.13% 202
2021
Q2 		$415K Buy
+7,615
New +$426K 0.17% 158

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harvest Investment Services's PHM Position: Q1 2025 in Review

Harvest Investment Services sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 32,265 shares — an estimated $3.51M sold.

Harvest Investment Services first reported a position in PHM in Q2 2021 and held it in 7 quarters. The position peaked at $3.51M in Q4 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Harvest Investment Services reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 32,265 Pultegroup shares in Q1 2025, an estimated $3.51M.
  • Harvest Investment Services first reported a position in Pultegroup in Q2 2021 and held it in 7 quarters.
  • Harvest Investment Services's Pultegroup position peaked at $3.51M in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.