Banque Pictet & Cie’s Pultegroup PHM Stock Holding History

Banque Pictet & Cie’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
2024 Q2	–	Sell	-2,290	Closed	-$276K	–	344
2024 Q1	$276K	Sell	2,290 -784	-26%	-$84.1K	﹤0.01%	298
2023 Q4	$317K	Sell	3,074 -20,359	-87%	-$1.73M	﹤0.01%	296
2023 Q3	$1.74M	Sell	23,433 -15,920	-40%	-$1.27M	0.02%	221
2023 Q2	$3.06M	Sell	39,353 -27,432	-41%	-$1.86M	0.03%	202
2023 Q1	$3.89M	Buy	66,785 +40,239	+152%	+$2.17M	0.04%	201
2022 Q4	$1.21M	Sell	26,546 -27,913	-51%	-$1.18M	0.01%	376
2022 Q3	$2.04M	Sell	54,459 -21,751	-29%	-$915K	0.02%	280
2022 Q2	$3.02K	Sell	76,210 -12,667	-14%	-$533K	0.03%	238
2022 Q1	$3.72M	Sell	88,877 -3,800	-4%	-$189K	0.03%	221
2021 Q4	$5.3M	Buy	+92,677	New	+$4.75M	0.04%	206
2014 Q3	–	Sell	-48,200	Closed	-$972K	–	479
2014 Q2	$972K	Hold	48,200	–	–	0.03%	233
2014 Q1	$925K	Sell	48,200 -38,800	-45%	-$766K	0.03%	223
2013 Q4	$1.77M	Buy	+87,000	New	+$1.54M	0.05%	181

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

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

Dimensional Fund Advisors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return