IIM
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Intact Investment Management’s Pultegroup PHM Stock Holding History

Intact Investment 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
Q3 		– Sell
-7,400
Closed -$780K – 320
2025
Q2 		$780K Buy
+7,400
New +$746K 0.03% 238
2023
Q4 		– Sell
-4,200
Closed -$311K – 273
2023
Q3 		$311K Sell
4,200
-2,600
-38% -$207K 0.01% 233
2023
Q2 		$528K Buy
6,800
+1,600
+31% +$108K 0.02% 224
2023
Q1 		$303K Sell
5,200
-3,600
-41% -$194K 0.01% 238
2022
Q4 		$401K Sell
8,800
-2,400
-21% -$101K 0.02% 228
2022
Q3 		$420K Buy
+11,200
New +$471K 0.01% 234

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return