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Moody Aldrich Partners’s Pultegroup PHM Stock Holding History

Moody Aldrich Partners’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
2026
Q2 		$241K Buy
+1,759
New +$214K 0.04% 167
2025
Q1 		– Sell
-2,653
Closed -$289K – 207
2024
Q4 		$289K Sell
2,653
-12
-0.5% -$1.56K 0.05% 167
2024
Q3 		$383K Sell
2,665
-3
-0.1% -$381 0.07% 144
2024
Q2 		$294K Sell
2,668
-1,267
-32% -$144K 0.06% 167
2024
Q1 		$475K Sell
3,935
-21
-0.5% -$2.25K 0.08% 144
2023
Q4 		$408K Buy
+3,956
New +$336K 0.07% 149
2023
Q2 		– Sell
-4,182
Closed -$244K – 173
2023
Q1 		$244K Buy
+4,182
New +$226K 0.05% 146
2021
Q3 		– Sell
-5,767
Closed -$315K – 180
2021
Q2 		$315K Sell
5,767
-85
-1% -$4.75K 0.04% 151
2021
Q1 		$307K Buy
5,852
+941
+19% +$43.9K 0.04% 155
2020
Q4 		$212K Sell
4,911
-2,920
-37% -$129K 0.03% 170
2020
Q3 		$362K Sell
7,831
-2,180
-22% -$93.3K 0.08% 129
2020
Q2 		$341K Buy
+10,011
New +$301K 0.07% 132

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return