ACI
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Alpha Cubed Investments’s Pultegroup PHM Stock Holding History

Alpha Cubed Investments’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
Q2 		– Sell
-38,117
Closed -$851K – 233
2020
Q1 		$851K Buy
+38,117
New +$1.47M 0.1% 88
2015
Q2 		– Sell
-10,600
Closed -$236K – 190
2015
Q1 		$236K Sell
10,600
-1,063
-9% -$23.2K 0.07% 159
2014
Q4 		$250K Sell
11,663
-2,200
-16% -$43.9K 0.1% 124
2014
Q3 		$245K Sell
13,863
-37,861
-73% -$713K 0.12% 128
2014
Q2 		$1.04M Sell
51,724
-2,302
-4% -$44.2K 0.46% 76
2014
Q1 		$1.04M Buy
54,026
+23,177
+75% +$458K 0.54% 66
2013
Q4 		$629K Buy
+30,849
New +$547K 0.23% 132

Other funds holding PHM

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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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return