Westfield Capital Management
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Westfield Capital Management’s Pultegroup PHM Stock Holding History

Westfield Capital 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
2024
Q4 		– Sell
-463,215
Closed -$66.5M – 266
2024
Q3 		$66.5M Buy
+463,215
New +$58.9M 0.3% 108
2019
Q2 		– Sell
-1,047,575
Closed -$29.3M – 262
2019
Q1 		$29.3M Buy
+1,047,575
New +$28.5M 0.22% 142
2015
Q2 		– Sell
-2,285,940
Closed -$50.8M – 305
2015
Q1 		$50.8M Sell
2,285,940
-215,790
-9% -$4.7M 0.29% 116
2014
Q4 		$53.7M Buy
+2,501,730
New +$49.9M 0.32% 105

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management's PHM Position: Q4 2024 in Review

Westfield Capital Management sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 463,215 shares — an estimated $66.5M sold.

Westfield Capital Management first reported a position in PHM in Q4 2014 and held it in 4 quarters. The position peaked at $66.5M in Q3 2024. 982 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Westfield Capital Management reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Westfield Capital Management sold 463,215 Pultegroup shares in Q4 2024, an estimated $66.5M.
  • Westfield Capital Management first reported a position in Pultegroup in Q4 2014 and held it in 4 quarters.
  • Westfield Capital Management's Pultegroup position peaked at $66.5M in Q3 2024.
  • 982 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Westfield Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.