AA
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Advisory Alpha’s Pultegroup PHM Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-152
Closed -$7K – 499
2020
Q3 		$7K Buy
+152
New +$6.5K ﹤0.01% 474
2020
Q2 		– Sell
-152
Closed -$3.63K – 465
2020
Q1 		$3.63K Sell
152
-438
-74% -$16.9K ﹤0.01% 533
2019
Q4 		$23.9K Buy
590
+438
+288% +$17K 0.01% 381
2019
Q3 		$5.61K Buy
+152
New +$5.06K ﹤0.01% 521

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State Street
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LSV Asset Management
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Dimensional Fund Advisors
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PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return