Sierra Ocean’s Pultegroup PHM Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-97	Closed	-$10.3K	–	709
2025 Q2	$10.3K	Sell	97 -37	-28%	-$3.73K	0.01%	443
2025 Q1	$13.8K	Buy	134 +63	+89%	+$6.8K	0.01%	374
2024 Q4	$7.75K	Buy	+71	New	+$9.22K	0.01%	479

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 $3.38T AUM 44.17% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sierra Ocean's PHM Position: Q3 2025 in Review

Sierra Ocean sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 97 shares — an estimated $10.3K sold.

Sierra Ocean first reported a position in PHM in Q4 2024 and held it in 3 quarters. The position peaked at $13.8K in Q1 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

Sierra Ocean reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 97 Pultegroup shares in Q3 2025, an estimated $10.3K.
Sierra Ocean first reported a position in Pultegroup in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Pultegroup position peaked at $13.8K in Q1 2025.
986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.