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
2017 Q1	–	Sell	-13,000	Closed	-$239K	–	87
2016 Q4	$239K	Hold	13,000	–	–	0.08%	69
2016 Q3	$261K	Hold	13,000	–	–	0.1%	49
2016 Q2	$253K	Hold	13,000	–	–	0.1%	48
2016 Q1	$243K	Hold	13,000	–	–	0.1%	43
2015 Q4	$232K	Hold	13,000	–	–	0.07%	43
2015 Q3	$245K	Hold	13,000	–	–	0.07%	48
2015 Q2	$262K	Buy	+13,000	New	+$264K	0.06%	55

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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. 959 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.
959 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.