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Smith, Moore & Co’s Pultegroup PHM Stock Holding History

Smith, Moore & Co’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
-8,519
Closed -$928K – 499
2024
Q4 		$928K Buy
8,519
+158
+2% +$20.5K 0.08% 199
2024
Q3 		$1.2M Buy
8,361
+325
+4% +$41.3K 0.11% 163
2024
Q2 		$885K Buy
8,036
+378
+5% +$42.9K 0.09% 187
2024
Q1 		$924K Buy
+7,658
New +$822K 0.1% 183

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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Smith, Moore & Co's PHM Position: Q1 2025 in Review

Smith, Moore & Co sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 8,519 shares — an estimated $928K sold.

Smith, Moore & Co first reported a position in PHM in Q1 2024 and held it in 4 quarters. The position peaked at $1.2M in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Smith, Moore & Co reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 8,519 Pultegroup shares in Q1 2025, an estimated $928K.
  • Smith, Moore & Co first reported a position in Pultegroup in Q1 2024 and held it in 4 quarters.
  • Smith, Moore & Co's Pultegroup position peaked at $1.2M in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Smith, Moore & Co's 13F filing for Q1 2025, filed 15 May 2025.