Schechter Investment Advisors’s Pultegroup PHM Stock Holding History

Schechter Investment Advisors’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	$740K	Sell	7,201 -294	-4%	-$31.8K	0.06%	281
2024 Q4	$816K	Sell	7,495 -1,223	-14%	-$159K	0.06%	280
2024 Q3	$1.25M	Buy	8,718 +104	+1%	+$13.2K	0.09%	207
2024 Q2	$948K	Buy	8,614 +48	+0.6%	+$5.45K	0.07%	247
2024 Q1	$1.03M	Buy	8,566 +2,786	+48%	+$299K	0.08%	236
2023 Q4	$597K	Sell	5,780 -84	-1%	-$7.14K	0.05%	323
2023 Q3	$434K	Buy	5,864 +203	+4%	+$16.2K	0.04%	374
2023 Q2	$440K	Sell	5,661 -76	-1%	-$5.15K	0.04%	406
2023 Q1	$334K	Sell	5,737 -367	-6%	-$19.8K	0.03%	501
2022 Q4	$278K	Sell	6,104 -53	-0.9%	-$2.23K	0.03%	645
2022 Q3	$230K	Sell	6,157 -319	-5%	-$13.4K	0.02%	796
2022 Q2	$256K	Buy	+6,476	New	+$273K	0.02%	761
2022 Q1	–	Sell	-3,947	Closed	-$226K	–	962
2021 Q4	$226K	Buy	+3,947	New	+$202K	0.02%	768

Other funds holding PHM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schechter Investment Advisors's PHM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Pultegroup (PHM) stake by 3.9% in Q1 2025, selling an estimated $31.8K and leaving 7,201 shares worth $740K. The position accounts for 0.06% of the portfolio, ranked #281.

Schechter Investment Advisors first reported a position in PHM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.25M in Q3 2024. 959 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Schechter Investment Advisors held 7,201 shares of Pultegroup worth $740K as of Q1 2025.
Schechter Investment Advisors sold 294 Pultegroup shares in Q1 2025, an estimated $31.8K.
Pultegroup made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #281 holding.
Schechter Investment Advisors first reported a position in Pultegroup in Q4 2021 and has held it in 13 quarters since.
Schechter Investment Advisors's Pultegroup position peaked at $1.25M in Q3 2024.
959 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.