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Sherbrooke Park Advisers’s Pultegroup PHM Stock Holding History

Sherbrooke Park Advisers’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
Q2 		– Sell
-2,122
Closed -$218K – 720
2025
Q1 		$218K Sell
2,122
-1,857
-47% -$201K 0.1% 403
2024
Q4 		$433K Buy
+3,979
New +$517K 0.14% 265
2024
Q1 		– Sell
-11,910
Closed -$1.23M – 965
2023
Q4 		$1.23M Buy
11,910
+6,522
+121% +$554K 0.58% 22
2023
Q3 		$399K Buy
+5,388
New +$430K 0.13% 288

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sherbrooke Park Advisers's PHM Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 2,122 shares — an estimated $218K sold.

Sherbrooke Park Advisers first reported a position in PHM in Q3 2023 and held it in 4 quarters. The position peaked at $1.23M in Q4 2023. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 2,122 Pultegroup shares in Q2 2025, an estimated $218K.
  • Sherbrooke Park Advisers first reported a position in Pultegroup in Q3 2023 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Pultegroup position peaked at $1.23M in Q4 2023.
  • 944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.