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L2 Asset Management’s Pultegroup PHM Stock Holding History

L2 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
Q1 		– Sell
-13,702
Closed -$1.49M – 285
2024
Q4 		$1.49M Sell
13,702
-14,936
-52% -$1.94M 0.32% 73
2024
Q3 		$4.11M Sell
28,638
-3,988
-12% -$507K 1.12% 27
2024
Q2 		$3.59M Buy
32,626
+506
+2% +$57.5K 1.08% 31
2024
Q1 		$3.87M Buy
32,120
+604
+2% +$64.8K 1.27% 25
2023
Q4 		$3.25M Buy
31,516
+31,458
+54,238% +$2.67M 1.34% 24
2023
Q3 		$1.46M Sell
58
-5,258
-99% -$419K 0.69% 47
2023
Q2 		$413K Buy
+5,316
New +$360K 0.2% 95
2022
Q1 		– Sell
-6,714
Closed -$384K – 149
2021
Q4 		$384K Buy
+6,714
New +$344K 0.27% 77
2021
Q3 		– Sell
-5,882
Closed -$321K – 87
2021
Q2 		$321K Sell
5,882
-291
-5% -$16.3K 0.3% 76
2021
Q1 		$324K Sell
6,173
-924
-13% -$43.1K 0.33% 69
2020
Q4 		$306K Buy
+7,097
New +$314K 0.21% 73
2020
Q3 		– Sell
-21,459
Closed -$730K – 81
2020
Q2 		$730K Sell
21,459
-25,797
-55% -$775K 0.66% 46
2020
Q1 		$1.05M Buy
47,256
+3,719
+9% +$144K 1.18% 32
2019
Q4 		$1.69M Buy
+43,537
New +$1.69M 1.48% 31

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

L2 Asset Management's PHM Position: Q1 2025 in Review

L2 Asset Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 13,702 shares — an estimated $1.49M sold.

L2 Asset Management first reported a position in PHM in Q4 2019 and held it in 14 quarters. The position peaked at $4.11M in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • L2 Asset Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • L2 Asset Management sold 13,702 Pultegroup shares in Q1 2025, an estimated $1.49M.
  • L2 Asset Management first reported a position in Pultegroup in Q4 2019 and held it in 14 quarters.
  • L2 Asset Management's Pultegroup position peaked at $4.11M in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on L2 Asset Management's 13F filing for Q1 2025, filed 15 May 2025.