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New Century Financial Group’s Pultegroup PHM Stock Holding History

New Century Financial 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
-1,975
Closed -$217K – 268
2024
Q4 		$217K Sell
1,975
-20
-1% -$2.6K 0.09% 270
2024
Q3 		$286K Buy
1,995
+27
+1% +$3.43K 0.11% 242
2024
Q2 		$217K Buy
+1,968
New +$223K 0.09% 263

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 $3.38T AUM 44.17% 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

New Century Financial Group's PHM Position: Q1 2025 in Review

New Century Financial Group sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 1,975 shares — an estimated $217K sold.

New Century Financial Group first reported a position in PHM in Q2 2024 and held it in 3 quarters. The position peaked at $286K in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • New Century Financial Group reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 1,975 Pultegroup shares in Q1 2025, an estimated $217K.
  • New Century Financial Group first reported a position in Pultegroup in Q2 2024 and held it in 3 quarters.
  • New Century Financial Group's Pultegroup position peaked at $286K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.