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ACM
AUA Capital Management’s
Pultegroup
PHM
Stock Holding History
AUA Capital Management’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
2023
Q1
–
Sell
-1,250
Closed
-$56.9K
–
269
2022
Q4
$56.9K
Hold
1,250
–
–
0.04%
133
2022
Q3
$47K
Hold
1,250
–
–
0.03%
135
2022
Q2
$50K
Hold
1,250
–
–
0.03%
141
2022
Q1
$52K
Hold
1,250
–
–
0.03%
143
2021
Q4
$71K
Hold
1,250
–
–
0.04%
126
2021
Q3
$57K
Hold
1,250
–
–
0.04%
130
2021
Q2
$68K
Hold
1,250
–
–
0.04%
125
2021
Q1
$66K
Hold
1,250
–
–
0.04%
123
2020
Q4
$54K
Hold
1,250
–
–
0.04%
127
2020
Q3
$58K
Buy
+1,250
New
+$53.5K
0.05%
120
2020
Q2
–
Sell
-1,250
Closed
-$28K
–
181
2020
Q1
$28K
Hold
1,250
–
–
0.03%
124
2019
Q4
$49K
Hold
1,250
–
–
0.04%
119
2019
Q3
$46K
Hold
1,250
–
–
0.04%
122
2019
Q2
$40K
Hold
1,250
–
–
0.03%
124
2019
Q1
$35K
Hold
1,250
–
–
0.03%
125
2018
Q4
$32K
Hold
1,250
–
–
0.03%
124
2018
Q3
$31K
Hold
1,250
–
–
0.02%
130
2018
Q2
$36K
Hold
1,250
–
–
0.03%
127
2018
Q1
$37K
Sell
1,250
-350
-22%
-$10.9K
0.03%
131
2017
Q4
$53K
Hold
1,600
–
–
0.05%
123
2017
Q3
$44K
Hold
1,600
–
–
0.04%
123
2017
Q2
$39K
Buy
+1,600
New
+$37.3K
0.04%
129
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
PI
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$75.7B AUM
34.45%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Harris Associates
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$74.9B AUM
11.27%
1-Year Est. Return
GA
Greenhaven Associates
Purchase, New York
$6.07B AUM
11.2%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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