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Muhlenkamp & Co’s Pultegroup PHM Stock Holding History

Muhlenkamp & Co’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
-98,071
Closed -$10.7M – 30
2024
Q4 		$10.7M Buy
98,071
+248
+0.3% +$32.2K 3.24% 18
2024
Q3 		$14M Sell
97,823
-34
-0% -$4.32K 4.3% 10
2024
Q2 		$10.8M Sell
97,857
-7
-0% -$795 3.36% 17
2024
Q1 		$11.8M Buy
97,864
+1,296
+1% +$139K 3.43% 15
2023
Q4 		$9.97M Buy
96,568
+825
+0.9% +$70.1K 3.26% 17
2023
Q3 		$7.09M Buy
95,743
+41,224
+76% +$3.29M 2.45% 21
2023
Q2 		$4.24M Buy
+54,519
New +$3.7M 1.5% 25
2018
Q3 		– Sell
-205,951
Closed -$5.92M – 35
2018
Q2 		$5.92M Hold
205,951
– – 2.26% 21
2018
Q1 		$6.07M Buy
205,951
+5,541
+3% +$172K 2.2% 24
2017
Q4 		$6.66M Buy
+200,410
New +$6.22M 1.97% 23
2016
Q1 		– Sell
-14,550
Closed -$248K – 59
2015
Q4 		$259K Sell
14,550
-2,050
-12% -$38.2K 0.08% 42
2015
Q3 		$313K Sell
16,600
-7,600
-31% -$155K 0.09% 44
2015
Q2 		$488K Sell
24,200
-3,000
-11% -$60.9K 0.11% 49
2015
Q1 		$605K Sell
27,200
-700
-3% -$15.2K 0.13% 46
2014
Q4 		$599K Hold
27,900
– – 0.12% 51
2014
Q3 		$493K Sell
27,900
-144,435
-84% -$2.72M 0.09% 55
2014
Q2 		$3.47M Sell
172,335
-19,475
-10% -$374K 0.61% 41
2014
Q1 		$3.68M Buy
191,810
+1,010
+0.5% +$19.9K 0.65% 40
2013
Q4 		$3.89M Buy
190,800
+57,400
+43% +$1.02M 0.68% 36
2013
Q3 		$2.2M Hold
133,400
– – 0.44% 40
2013
Q2 		$2.53M Buy
+133,400
New +$2.77M 0.53% 38

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 $462B AUM 39.16% 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 $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Muhlenkamp & Co's PHM Position: Q1 2025 in Review

Muhlenkamp & Co sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 98,071 shares — an estimated $10.7M sold.

Muhlenkamp & Co first reported a position in PHM in Q2 2013 and held it in 21 quarters. The position peaked at $14M in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Muhlenkamp & Co reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Muhlenkamp & Co sold 98,071 Pultegroup shares in Q1 2025, an estimated $10.7M.
  • Muhlenkamp & Co first reported a position in Pultegroup in Q2 2013 and held it in 21 quarters.
  • Muhlenkamp & Co's Pultegroup position peaked at $14M in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Muhlenkamp & Co's 13F filing for Q1 2025, filed 13 May 2025.