Sovran Advisors’s Pultegroup PHM Stock Holding History

Sovran 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	–	Sell	-2,287	Closed	-$257K	–	475
2024 Q4	$257K	Buy	+2,287	New	+$297K	0.04%	364

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

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

Sovran Advisors's PHM Position: Q1 2025 in Review

Sovran Advisors sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 2,287 shares — an estimated $257K sold.

Sovran Advisors first reported a position in PHM in Q4 2024 and held it in 1 quarter. The position peaked at $257K in Q4 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Sovran Advisors reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Sovran Advisors sold 2,287 Pultegroup shares in Q1 2025, an estimated $257K.
Sovran Advisors first reported a position in Pultegroup in Q4 2024 and held it in 1 quarter.
Sovran Advisors's Pultegroup position peaked at $257K in Q4 2024.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Sovran Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.