AGF Investments LLC’s Pultegroup PHM Stock Holding History

AGF Investments LLC’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	-66	Closed	-$3K	–	583
2020 Q3	$3K	Sell	66 -32	-33%	-$1.37K	﹤0.01%	516
2020 Q2	$3K	Sell	98 -19,001	-99%	-$571K	﹤0.01%	546
2020 Q1	$426K	Sell	19,099 -3,082	-14%	-$119K	0.06%	299
2019 Q4	$861K	Buy	22,181 +8,364	+61%	+$325K	0.16%	245
2019 Q3	$505K	Buy	13,817 +3,894	+39%	+$130K	0.12%	171
2019 Q2	$314K	Buy	9,923 +1,537	+18%	+$48K	0.07%	283
2019 Q1	$234K	Buy	8,386 +8,208	+4,611%	+$224K	0.05%	229
2018 Q4	$5K	Hold	178	–	–	﹤0.01%	638
2018 Q3	$4K	Hold	178	–	–	﹤0.01%	805
2018 Q2	$5	Sell	178 -1,152	-87%	-$34.7K	﹤0.01%	783
2018 Q1	$41K	Buy	1,330 +722	+119%	+$22.4K	0.01%	310
2017 Q4	$20K	Buy	608 +242	+66%	+$7.51K	﹤0.01%	469
2017 Q3	$10K	Sell	366 -44	-11%	-$1.11K	﹤0.01%	549
2017 Q2	$10K	Hold	410	–	–	﹤0.01%	525
2017 Q1	$10K	Buy	+410	New	+$8.83K	﹤0.01%	542

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 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