Oliver Luxxe Assets’s Pultegroup PHM Stock Holding History

Oliver Luxxe Assets’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	-47,820	Closed	-$6.86M	–	209
2024 Q4	$6.86M	Hold	47,820	–	–	1.24%	16
2024 Q3	$6.86M	Sell	47,820 -5,859	-11%	-$745K	1.23%	16
2024 Q2	$5.91M	Sell	53,679 -13,911	-21%	-$1.58M	1.25%	20
2024 Q1	$8.15M	Sell	67,590 -662	-1%	-$71K	1.71%	6
2023 Q4	$7.04M	Sell	68,252 -11,382	-14%	-$967K	1.66%	7
2023 Q3	$5.9M	Buy	79,634 +500	+0.6%	+$39.9K	1.51%	13
2023 Q2	$6.15M	Sell	79,134 -1,106	-1%	-$75K	1.53%	13
2023 Q1	$4.68M	Buy	+80,240	New	+$4.33M	1.23%	23

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

Oliver Luxxe Assets's PHM Position: Q1 2025 in Review

Oliver Luxxe Assets sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 47,820 shares — an estimated $6.86M sold.

Oliver Luxxe Assets first reported a position in PHM in Q1 2023 and held it in 8 quarters. The position peaked at $8.15M in Q1 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Oliver Luxxe Assets reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Oliver Luxxe Assets sold 47,820 Pultegroup shares in Q1 2025, an estimated $6.86M.
Oliver Luxxe Assets first reported a position in Pultegroup in Q1 2023 and held it in 8 quarters.
Oliver Luxxe Assets's Pultegroup position peaked at $8.15M in Q1 2024.
962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Oliver Luxxe Assets's 13F filing for Q1 2025, filed 14 May 2025.