Lee, Danner & Bass’s Pultegroup PHM Stock Holding History

Lee, Danner & Bass’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	-29	Closed	-$3.16K	–	576
2024 Q4	$3.16K	Buy	+29	New	+$3.77K	﹤0.01%	640

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee, Danner & Bass's PHM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 29 shares — an estimated $3.16K sold.

Lee, Danner & Bass first reported a position in PHM in Q4 2024 and held it in 1 quarter. The position peaked at $3.16K in Q4 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Lee, Danner & Bass reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 29 Pultegroup shares in Q1 2025, an estimated $3.16K.
Lee, Danner & Bass first reported a position in Pultegroup in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Pultegroup position peaked at $3.16K in Q4 2024.
962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.