IGAM
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iA Global Asset Management’s Pultegroup PHM Stock Holding History

iA Global Asset Management’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
Q2 		– Sell
-12,701
Closed -$1.31M – 461
2025
Q1 		$1.31M Buy
+12,701
New +$1.37M 0.02% 284
2024
Q4 		– Sell
-2,676
Closed -$384K – 493
2024
Q3 		$384K Sell
2,676
-9,492
-78% -$1.21M 0.01% 403
2024
Q2 		$1.34M Sell
12,168
-5,511
-31% -$626K 0.03% 276
2024
Q1 		$2.13M Sell
17,679
-9,838
-36% -$1.06M 0.04% 233
2023
Q4 		$2.84M Buy
27,517
+9,251
+51% +$786K 0.07% 209
2023
Q3 		$1.35M Buy
18,266
+347
+2% +$27.7K 0.04% 256
2023
Q2 		$1.39M Buy
+17,919
New +$1.21M 0.04% 258

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return