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Advisory Research’s Pultegroup PHM Stock Holding History

Advisory Research’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
Q1 		– Sell
-9,174
Closed -$356K – 339
2019
Q4 		$356K Sell
9,174
-2,268
-20% -$88.1K 0.02% 271
2019
Q3 		$418K Buy
11,442
+4,968
+77% +$165K 0.02% 268
2019
Q2 		$205K Buy
+6,474
New +$202K ﹤0.01% 357
2018
Q1 		– Sell
-9,968
Closed -$331K – 412
2017
Q4 		$331K Sell
9,968
-28,613
-74% -$889K 0.01% 368
2017
Q3 		$1.05M Sell
38,581
-9,895
-20% -$250K 0.02% 301
2017
Q2 		$1.19M Sell
48,476
-3,573
-7% -$83.4K 0.02% 295
2017
Q1 		$1.23M Buy
+52,049
New +$1.12M 0.02% 307
2014
Q2 		– Sell
-3,299
Closed -$63K – 590
2014
Q1 		$63K Buy
+3,299
New +$65.2K ﹤0.01% 745

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return