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Trustmark National Bank Trust Department’s Pultegroup PHM Stock Holding History

Trustmark National Bank Trust Department’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
-28,058
Closed -$3.06M – 306
2024
Q4 		$3.06M Sell
28,058
-11,531
-29% -$1.5M 0.23% 87
2024
Q3 		$5.68M Buy
39,589
+11,269
+40% +$1.43M 0.43% 56
2024
Q2 		$3.12M Buy
28,320
+2,048
+8% +$233K 0.25% 87
2024
Q1 		$3.17M Buy
26,272
+2,011
+8% +$216K 0.26% 84
2023
Q4 		$2.5M Buy
24,261
+8,462
+54% +$719K 0.23% 88
2023
Q3 		$1.17M Buy
+15,799
New +$1.26M 0.12% 124
2023
Q1 		– Sell
-29,124
Closed -$1.33M – 282
2022
Q4 		$1.33M Buy
29,124
+5,319
+22% +$224K 0.12% 119
2022
Q3 		$893K Buy
23,805
+669
+3% +$28.1K 0.09% 137
2022
Q2 		$917K Sell
23,136
-224
-1% -$9.43K 0.08% 141
2022
Q1 		$979K Buy
+23,360
New +$1.16M 0.08% 149
2021
Q3 		– Sell
-15,162
Closed -$827K – 256
2021
Q2 		$827K Sell
15,162
-4,150
-21% -$232K 0.07% 154
2021
Q1 		$1.01M Buy
+19,312
New +$901K 0.08% 144
2019
Q3 		– Sell
-2,940
Closed -$93K – 461
2019
Q2 		$93K Sell
2,940
-1,544
-34% -$48.2K 0.01% 284
2019
Q1 		$125K Sell
4,484
-13,126
-75% -$358K 0.01% 257
2018
Q4 		$458K Sell
17,610
-2,540
-13% -$62.8K 0.05% 158
2018
Q3 		$499K Sell
20,150
-6,088
-23% -$173K 0.05% 171
2018
Q2 		$754K Sell
26,238
-6
-0% -$181 0.09% 136
2018
Q1 		$774K Buy
26,244
+23
+0.1% +$713 0.08% 137
2017
Q4 		$872K Hold
26,221
– – 0.1% 137
2017
Q3 		$716K Buy
+26,221
New +$664K 0.08% 145
2015
Q4 		– Sell
-48,660
Closed -$918K – 339
2015
Q3 		$918K Sell
48,660
-2,570
-5% -$52.3K 0.13% 146
2015
Q2 		$1.03M Sell
51,230
-14,275
-22% -$290K 0.14% 136
2015
Q1 		$1.46M Sell
65,505
-10,436
-14% -$227K 0.19% 116
2014
Q4 		$1.63M Buy
75,941
+62,867
+481% +$1.25M 0.22% 105
2014
Q3 		$230K Buy
+13,074
New +$246K 0.03% 316

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

Trustmark National Bank Trust Department's PHM Position: Q1 2025 in Review

Trustmark National Bank Trust Department sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 28,058 shares — an estimated $3.06M sold.

Trustmark National Bank Trust Department first reported a position in PHM in Q3 2014 and held it in 25 quarters. The position peaked at $5.68M in Q3 2024. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • Trustmark National Bank Trust Department reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 28,058 Pultegroup shares in Q1 2025, an estimated $3.06M.
  • Trustmark National Bank Trust Department first reported a position in Pultegroup in Q3 2014 and held it in 25 quarters.
  • Trustmark National Bank Trust Department's Pultegroup position peaked at $5.68M in Q3 2024.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2025, filed 12 May 2025.