Altshuler Shaham’s Pultegroup PHM Stock Holding History

Altshuler Shaham’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
2025 Q1	–	Sell	-32	Closed	-$3.48K	–	392
2024 Q4	$3.48K	Buy	+32	New	+$4.16K	﹤0.01%	345
2024 Q3	–	Sell	-31	Closed	-$3.41K	–	357
2024 Q2	$3.41K	Sell	31 -273	-90%	-$31K	﹤0.01%	277
2024 Q1	$36.7K	Sell	304 -149	-33%	-$16K	﹤0.01%	111
2023 Q4	$46.8K	Sell	453 -251	-36%	-$21.3K	﹤0.01%	119
2023 Q3	$52.1K	Buy	+704	New	+$56.1K	﹤0.01%	150
2022 Q4	–	Sell	-2,907	Closed	-$111K	–	572
2022 Q3	$111K	Sell	2,907 -336	-10%	-$14.1K	﹤0.01%	153
2022 Q2	$129K	Buy	+3,243	New	+$137K	﹤0.01%	156
2021 Q4	–	Sell	-2,282	Closed	-$106K	–	622
2021 Q3	$106K	Buy	2,282 +1,243	+120%	+$64.6K	﹤0.01%	322
2021 Q2	$57K	Buy	+1,039	New	+$58.1K	﹤0.01%	421
2020 Q2	–	Sell	-188	Closed	-$4K	–	522
2020 Q1	$4K	Buy	188 +180	+2,250%	+$6.95K	﹤0.01%	359
2019 Q4	$0	Buy	+8	New	+$311	﹤0.01%	598

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return