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	–	286
2024 Q4	$1.49M	Sell	13,702 -14,936	-52%	-$1.94M	0.33%	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	–	88
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	0.32%	73
2020 Q3	–	Sell	-21,459	Closed	-$730K	–	82
2020 Q2	$730K	Sell	21,459 -25,797	-55%	-$775K	0.8%	46
2020 Q1	$1.05M	Buy	47,256 +3,719	+9%	+$144K	1.19%	32
2019 Q4	$1.69M	Buy	+43,537	New	+$1.69M	1.49%	31

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

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 Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return