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NatWest Group’s Pultegroup PHM Stock Holding History

NatWest Group’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
-62,547
Closed -$6.81M – 35
2024
Q4 		$6.81M Buy
62,547
+525
+0.8% +$68.2K 2.02% 20
2024
Q3 		$8.9M Sell
62,022
-19,549
-24% -$2.49M 2.63% 17
2024
Q2 		$8.98M Buy
81,571
+4,860
+6% +$552K 3.07% 13
2024
Q1 		$9.25M Sell
76,711
-25,433
-25% -$2.73M 3.56% 12
2023
Q4 		$10.5M Sell
102,144
-5,229
-5% -$444K 4.41% 9
2023
Q3 		$7.95M Buy
107,373
+4,422
+4% +$352K 4.14% 11
2023
Q2 		$8M Buy
+102,951
New +$6.98M 4.16% 8
2014
Q4 		– Sell
-35,651
Closed -$630 – 477
2014
Q3 		$630 Buy
35,651
+15,346
+76% +$289K 0.01% 312
2014
Q2 		$409K Buy
20,305
+2,248
+12% +$43.2K 0.02% 379
2014
Q1 		$347K Sell
18,057
-40,561
-69% -$801K 0.02% 407
2013
Q4 		$1.19M Buy
58,618
+3,962
+7% +$70.3K 0.03% 386
2013
Q3 		$902K Sell
54,656
-7,220
-12% -$123K 0.03% 465
2013
Q2 		$1.17M Buy
+61,876
New +$1.29M 0.02% 439

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 $6.07B AUM 11.2% 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

NatWest Group's PHM Position: Q1 2025 in Review

NatWest Group sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 62,547 shares — an estimated $6.81M sold.

NatWest Group first reported a position in PHM in Q2 2013 and held it in 13 quarters. The position peaked at $10.5M in Q4 2023. 959 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • NatWest Group reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • NatWest Group sold 62,547 Pultegroup shares in Q1 2025, an estimated $6.81M.
  • NatWest Group first reported a position in Pultegroup in Q2 2013 and held it in 13 quarters.
  • NatWest Group's Pultegroup position peaked at $10.5M in Q4 2023.
  • 959 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on NatWest Group's 13F filing for Q1 2025, filed 15 May 2025.