Riverwater Partners’s Pultegroup PHM Stock Holding History

Riverwater Partners’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	-2,204	Closed	-$240K	–	227
2024 Q4	$240K	Buy	2,204 +3	+0.1%	+$390	0.12%	197
2024 Q3	$315K	Sell	2,201 -25	-1%	-$3.18K	0.16%	161
2024 Q2	$245K	Sell	2,226 -38	-2%	-$4.32K	0.18%	159
2024 Q1	$273K	Sell	2,264 -1,284	-36%	-$138K	0.2%	158
2023 Q4	$366K	Buy	3,548 +409	+13%	+$34.8K	0.29%	111
2023 Q3	$232K	Buy	+3,139	New	+$250K	0.21%	163

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

Riverwater Partners's PHM Position: Q1 2025 in Review

Riverwater Partners sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 2,204 shares — an estimated $240K sold.

Riverwater Partners first reported a position in PHM in Q3 2023 and held it in 6 quarters. The position peaked at $366K in Q4 2023. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Riverwater Partners reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Riverwater Partners sold 2,204 Pultegroup shares in Q1 2025, an estimated $240K.
Riverwater Partners first reported a position in Pultegroup in Q3 2023 and held it in 6 quarters.
Riverwater Partners's Pultegroup position peaked at $366K in Q4 2023.
962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Riverwater Partners's 13F filing for Q1 2025, filed 21 Apr 2025.