StoneX Group’s Pultegroup PHM Stock Holding History

StoneX Group’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	-2,330	Closed	-$254K	–	946
2024 Q4	$254K	Buy	2,330 +922	+65%	+$120K	0.01%	662
2024 Q3	$202K	Buy	+1,408	New	+$179K	0.09%	316
2022 Q3	–	Sell	-5,166	Closed	-$205K	–	468
2022 Q2	$205K	Buy	+5,166	New	+$218K	0.03%	351
2022 Q1	–	Sell	-4,013	Closed	-$230K	–	614
2021 Q4	$230K	Buy	+4,013	New	+$206K	0.03%	476

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

StoneX Group's PHM Position: Q1 2025 in Review

StoneX Group sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 2,330 shares — an estimated $254K sold.

StoneX Group first reported a position in PHM in Q4 2021 and held it in 4 quarters. The position peaked at $254K in Q4 2024. 959 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

StoneX Group reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
StoneX Group sold 2,330 Pultegroup shares in Q1 2025, an estimated $254K.
StoneX Group first reported a position in Pultegroup in Q4 2021 and held it in 4 quarters.
StoneX Group's Pultegroup position peaked at $254K in Q4 2024.
959 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on StoneX Group's 13F filing for Q1 2025, filed 15 May 2025.