Sugar Maple Asset Management’s Pultegroup PHM Stock Holding History

Sugar Maple Asset Management’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	-5	Closed	-$545	–	359
2024 Q4	$545	Buy	+5	New	+$649	﹤0.01%	333

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

Sugar Maple Asset Management's PHM Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 5 shares — an estimated $545 sold.

Sugar Maple Asset Management first reported a position in PHM in Q4 2024 and held it in 1 quarter. The position peaked at $545 in Q4 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Sugar Maple Asset Management reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Sugar Maple Asset Management sold 5 Pultegroup shares in Q1 2025, an estimated $545.
Sugar Maple Asset Management first reported a position in Pultegroup in Q4 2024 and held it in 1 quarter.
Sugar Maple Asset Management's Pultegroup position peaked at $545 in Q4 2024.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.