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Riverview Trust Company’s Pultegroup PHM Stock Holding History

Riverview Trust Company’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
-18
Closed -$1.96K – 765
2024
Q4 		$1.96K Buy
+18
New +$2.34K ﹤0.01% 595
2022
Q2 		– Sell
-554
Closed -$23K – 828
2022
Q1 		$23K Buy
+554
New +$27.5K 0.02% 441

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

Riverview Trust Company's PHM Position: Q1 2025 in Review

Riverview Trust Company sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 18 shares — an estimated $1.96K sold.

Riverview Trust Company first reported a position in PHM in Q1 2022 and held it in 2 quarters. The position peaked at $23K in Q1 2022. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Riverview Trust Company reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 18 Pultegroup shares in Q1 2025, an estimated $1.96K.
  • Riverview Trust Company first reported a position in Pultegroup in Q1 2022 and held it in 2 quarters.
  • Riverview Trust Company's Pultegroup position peaked at $23K in Q1 2022.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.