Occudo Quantitative Strategies’s Pultegroup PHM Stock Holding History

Occudo Quantitative Strategies’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 Q3	–	Sell	-31,478	Closed	-$3.32M	–	827
2025 Q2	$3.32M	Sell	31,478 -452	-1%	-$45.5K	0.37%	69
2025 Q1	$3.25M	Buy	+31,930	New	+$3.45M	0.43%	55
2023 Q3	–	Sell	-7,637	Closed	-$593K	–	1229
2023 Q2	$593K	Buy	+7,637	New	+$518K	0.06%	493
2023 Q1	–	Sell	-78,493	Closed	-$3.57M	–	1128
2022 Q4	$3.57M	Buy	+78,493	New	+$3.31M	0.42%	28
2022 Q3	–	Sell	-57,865	Closed	-$2.29M	–	1362
2022 Q2	$2.29M	Buy	57,865 +47,941	+483%	+$2.02M	0.19%	149
2022 Q1	$416K	Sell	9,924 -4,312	-30%	-$214K	0.03%	715
2021 Q4	$814K	Buy	+14,236	New	+$730K	0.07%	435
2021 Q3	–	Sell	-5,023	Closed	-$274K	–	1115
2021 Q2	$274K	Sell	5,023 -16,138	-76%	-$902K	0.04%	637
2021 Q1	$1.11M	Buy	21,161 +11,366	+116%	+$531K	0.24%	107
2020 Q4	$422K	Buy	+9,795	New	+$434K	0.13%	296

Other funds holding PHM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Occudo Quantitative Strategies's PHM Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 31,478 shares — an estimated $3.32M sold.

Occudo Quantitative Strategies first reported a position in PHM in Q4 2020 and held it in 10 quarters. The position peaked at $3.57M in Q4 2022. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

Occudo Quantitative Strategies reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 31,478 Pultegroup shares in Q3 2025, an estimated $3.32M.
Occudo Quantitative Strategies first reported a position in Pultegroup in Q4 2020 and held it in 10 quarters.
Occudo Quantitative Strategies's Pultegroup position peaked at $3.57M in Q4 2022.
986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.