Sienna Gestion’s Pultegroup PHM Stock Holding History

Sienna Gestion’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	-2,082	Closed	-$227K	–	195
2024 Q4	$227K	Hold	2,082	–	–	0.02%	190
2024 Q3	$298K	Hold	2,082	–	–	0.02%	195
2024 Q2	$229K	Sell	2,082 -819	-28%	-$93K	0.02%	149
2024 Q1	$350K	Buy	+2,901	New	+$311K	0.03%	134

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

Sienna Gestion's PHM Position: Q1 2025 in Review

Sienna Gestion sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 2,082 shares — an estimated $227K sold.

Sienna Gestion first reported a position in PHM in Q1 2024 and held it in 4 quarters. The position peaked at $350K in Q1 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Sienna Gestion reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Sienna Gestion sold 2,082 Pultegroup shares in Q1 2025, an estimated $227K.
Sienna Gestion first reported a position in Pultegroup in Q1 2024 and held it in 4 quarters.
Sienna Gestion's Pultegroup position peaked at $350K in Q1 2024.
962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Sienna Gestion's 13F filing for Q1 2025, filed 13 May 2025.