OLA
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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
-96,247
Closed -$12.1M – 214
2024
Q4 		$12.1M Buy
96,247
+48,427
+101% +$6.29M 1.07% 24
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return