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Sheaff Brock Investment Advisors’s Pultegroup PHM Stock Holding History

Sheaff Brock 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 		$699K Sell
6,800
-100
-1% -$10.8K 0.06% 217
2024
Q4 		$751K Buy
6,900
+5,050
+273% +$656K 0.07% 205
2024
Q3 		$266K Buy
+1,850
New +$235K 0.02% 349
2024
Q2 		– Sell
-1,745
Closed -$210K – 504
2024
Q1 		$210K Buy
+1,745
New +$187K 0.01% 433
2023
Q1 		– Sell
-11,500
Closed -$524K – 540
2022
Q4 		$524K Hold
11,500
– – 0.05% 242
2022
Q3 		$431K Sell
11,500
-300
-3% -$12.6K 0.05% 257
2022
Q2 		$468K Hold
11,800
– – 0.04% 258
2022
Q1 		$495K Sell
11,800
-400
-3% -$19.8K 0.03% 282
2021
Q4 		$697K Sell
12,200
-200
-2% -$10.3K 0.05% 227
2021
Q3 		$569K Hold
12,400
– – 0.04% 242
2021
Q2 		$676K Hold
12,400
– – 0.05% 217
2021
Q1 		$650K Sell
12,400
-911
-7% -$42.5K 0.05% 211
2020
Q4 		$574K Sell
13,311
-300
-2% -$13.3K 0.05% 214
2020
Q3 		$630K Buy
+13,611
New +$582K 0.06% 194
2018
Q4 		– Sell
-19,816
Closed -$491K – 513
2018
Q3 		$491K Buy
19,816
+9,900
+100% +$281K 0.05% 270
2018
Q2 		$285K Hold
9,916
– – 0.03% 374
2018
Q1 		$292K Buy
9,916
+191
+2% +$5.92K 0.03% 361
2017
Q4 		$323K Sell
9,725
-1,000
-9% -$31.1K 0.04% 334
2017
Q3 		$293K Buy
10,725
+845
+9% +$21.4K 0.04% 364
2017
Q2 		$242K Hold
9,880
– – 0.03% 451
2017
Q1 		$233K Sell
9,880
-500
-5% -$10.8K 0.03% 467
2016
Q4 		$191K Buy
+10,380
New +$197K 0.02% 520

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 $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $8.66B AUM 17.37% 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 $1.56T AUM 27.86% 1-Year Est. Return

Sheaff Brock Investment Advisors's PHM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Pultegroup (PHM) stake by 1.4% in Q1 2025, selling an estimated $10.8K and leaving 6,800 shares worth $699K. The position accounts for 0.06% of the portfolio, ranked #217.

Sheaff Brock Investment Advisors first reported a position in PHM in Q4 2016 and has held it in 22 quarters since. The position peaked at $751K in Q4 2024. 960 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Sheaff Brock Investment Advisors held 6,800 shares of Pultegroup worth $699K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 100 Pultegroup shares in Q1 2025, an estimated $10.8K.
  • Pultegroup made up 0.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #217 holding.
  • Sheaff Brock Investment Advisors first reported a position in Pultegroup in Q4 2016 and has held it in 22 quarters since.
  • Sheaff Brock Investment Advisors's Pultegroup position peaked at $751K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.