Amica Retiree Medical Trust’s Pultegroup PHM Stock Holding History

Amica Retiree Medical Trust’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
2019 Q3	–	Sell	-1,261	Closed	-$40K	–	377
2019 Q2	$40K	Hold	1,261	–	–	0.03%	348
2019 Q1	$35K	Hold	1,261	–	–	0.03%	341
2018 Q4	$33K	Hold	1,261	–	–	0.03%	339
2018 Q3	$31K	Hold	1,261	–	–	0.03%	334
2018 Q2	$36K	Hold	1,261	–	–	0.03%	336
2018 Q1	$37K	Sell	1,261 -1,198	-49%	-$37.2K	0.03%	338
2017 Q4	$82K	Hold	2,459	–	–	0.06%	295
2017 Q3	$67K	Hold	2,459	–	–	0.05%	316
2017 Q2	$60K	Hold	2,459	–	–	0.05%	307
2017 Q1	$58K	Hold	2,459	–	–	0.05%	323
2016 Q4	$45K	Hold	2,459	–	–	0.04%	366
2016 Q3	$49K	Hold	2,459	–	–	0.04%	343
2016 Q2	$48K	Hold	2,459	–	–	0.04%	355
2016 Q1	$46K	Hold	2,459	–	–	0.04%	348
2015 Q4	$44K	Hold	2,459	–	–	0.04%	345
2015 Q3	$46K	Hold	2,459	–	–	0.04%	321
2015 Q2	$50K	Hold	2,459	–	–	0.04%	319
2015 Q1	$55K	Hold	2,459	–	–	0.05%	310
2014 Q4	$53K	Hold	2,459	–	–	0.04%	307
2014 Q3	$43K	Hold	2,459	–	–	0.04%	328
2014 Q2	$50K	Hold	2,459	–	–	0.04%	312
2014 Q1	$47K	Hold	2,459	–	–	0.04%	301
2013 Q4	$50K	Buy	+2,459	New	+$43.6K	0.04%	295

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return