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Mount Lucas Management’s Pultegroup PHM Stock Holding History

Mount Lucas 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
Q2 		– Sell
-7,173
Closed -$737K – 184
2025
Q1 		$737K Sell
7,173
-8,187
-53% -$884K 0.24% 100
2024
Q4 		$1.67M Sell
15,360
-929
-6% -$121K 0.58% 38
2024
Q3 		$2.34M Sell
16,289
-24,541
-60% -$3.12M 0.8% 31
2024
Q2 		$4.5M Sell
40,830
-15,748
-28% -$1.79M 1.29% 19
2024
Q1 		$6.82M Sell
56,578
-5,114
-8% -$549K 1.86% 6
2023
Q4 		$6.37M Buy
61,692
+23,684
+62% +$2.01M 1.83% 7
2023
Q3 		$2.81M Sell
38,008
-2,141
-5% -$171K 0.99% 23
2023
Q2 		$3.12M Buy
+40,149
New +$2.72M 1.04% 20
2022
Q2 		– Sell
-69,237
Closed -$2.9M – 125
2022
Q1 		$2.9M Sell
69,237
-6,780
-9% -$336K 0.85% 39
2021
Q4 		$4.34M Sell
76,017
-83,542
-52% -$4.28M 1.24% 20
2021
Q3 		$7.33M Sell
159,559
-12,294
-7% -$639K 2.21% 10
2021
Q2 		$9.38M Buy
171,853
+96,044
+127% +$5.37M 2.49% 7
2021
Q1 		$3.98M Buy
75,809
+7,346
+11% +$343K 1.17% 25
2020
Q4 		$2.95M Buy
+68,463
New +$3.03M 0.62% 56
2013
Q3 		– Sell
-177,188
Closed -$3.36M – 89
2013
Q2 		$3.36M Buy
+177,188
New +$3.68M 0.76% 18

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mount Lucas Management's PHM Position: Q2 2025 in Review

Mount Lucas Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 7,173 shares — an estimated $737K sold.

Mount Lucas Management first reported a position in PHM in Q2 2013 and held it in 15 quarters. The position peaked at $9.38M in Q2 2021. 945 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Mount Lucas Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Mount Lucas Management sold 7,173 Pultegroup shares in Q2 2025, an estimated $737K.
  • Mount Lucas Management first reported a position in Pultegroup in Q2 2013 and held it in 15 quarters.
  • Mount Lucas Management's Pultegroup position peaked at $9.38M in Q2 2021.
  • 945 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Mount Lucas Management's 13F filing for Q2 2025, filed 11 Aug 2025.