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Lindbrook Capital’s Pultegroup PHM Stock Holding History

Lindbrook Capital’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 		$78K Buy
759
+261
+52% +$28.2K 0.01% 780
2024
Q4 		$54.2K Sell
498
-12
-2% -$1.56K ﹤0.01% 783
2024
Q3 		$73.2K Buy
510
+25
+5% +$3.18K 0.01% 664
2024
Q2 		$53.4K Buy
485
+71
+17% +$8.06K 0.01% 768
2024
Q1 		$49.9K Buy
414
+35
+9% +$3.75K ﹤0.01% 778
2023
Q4 		$39.1K Buy
379
+292
+336% +$24.8K ﹤0.01% 849
2023
Q3 		$6.44K Hold
87
– – ﹤0.01% 1646
2023
Q2 		$6.76K Buy
87
+2
+2% +$136 ﹤0.01% 1663
2023
Q1 		$4.95K Buy
85
+20
+31% +$1.08K ﹤0.01% 1852
2022
Q4 		$2.96K Sell
65
-22
-25% -$927 ﹤0.01% 2059
2022
Q3 		$3K Sell
87
-24
-22% -$1.01K ﹤0.01% 1911
2022
Q2 		$4K Buy
111
+99
+825% +$4.17K ﹤0.01% 1674
2022
Q1 		$1K Buy
+12
New +$595 ﹤0.01% 2326
2021
Q4 		– Sell
-6
Closed – – 2178
2021
Q3 		$0 Sell
6
-37
-86% -$1.92K ﹤0.01% 1969
2021
Q2 		$2K Buy
+43
New +$2.4K ﹤0.01% 1628
2020
Q1 		– Sell
-468
Closed -$18K – 1820
2019
Q4 		$18K Hold
468
– – 0.01% 771
2019
Q3 		$17K Hold
468
– – 0.01% 760
2019
Q2 		$14K Hold
468
– – 0.01% 799
2019
Q1 		$13K Hold
468
– – 0.01% 822
2018
Q4 		$12K Buy
+468
New +$11.6K 0.01% 786

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 $408B AUM 30.18% 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 $1.9T AUM 41.92% 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 $1.61T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's PHM Position: Q1 2025 in Review

Lindbrook Capital increased its Pultegroup (PHM) stake by 52% in Q1 2025, buying an estimated $28.2K and bringing the position to 759 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #780.

Lindbrook Capital first reported a position in PHM in Q4 2018 and has held it in 20 quarters since. 960 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Lindbrook Capital held 759 shares of Pultegroup worth $78K as of Q1 2025.
  • Lindbrook Capital bought 261 Pultegroup shares in Q1 2025, an estimated $28.2K.
  • Pultegroup made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #780 holding.
  • Lindbrook Capital first reported a position in Pultegroup in Q4 2018 and has held it in 20 quarters since.
  • 960 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.