BP’s Pultegroup PHM Stock Holding History

BP’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
2021 Q3	–	Sell	-7,423	Closed	-$405K	–	398
2021 Q2	$405K	Sell	7,423 -3,090	-29%	-$173K	0.02%	464
2021 Q1	$551K	Sell	10,513 -3,220	-23%	-$150K	0.02%	450
2020 Q4	$592K	Sell	13,733 -9,367	-41%	-$415K	0.02%	459
2020 Q3	$1.07M	Sell	23,100 -1,900	-8%	-$81.3K	0.03%	412
2020 Q2	$851K	Buy	+25,000	New	+$751K	0.03%	449
2020 Q1	–	Sell	-26,000	Closed	-$1.01M	–	540
2019 Q4	$1.01M	Hold	26,000	–	–	0.03%	426
2019 Q3	$950K	Sell	26,000 -4,000	-13%	-$133K	0.04%	439
2019 Q2	$949K	Hold	30,000	–	–	0.04%	419
2019 Q1	$839K	Hold	30,000	–	–	0.03%	359
2018 Q4	$779K	Buy	+30,000	New	+$742K	0.03%	397
2018 Q1	–	Sell	-36,000	Closed	-$1.2M	–	461
2017 Q4	$1.2M	Hold	36,000	–	–	0.04%	395
2017 Q3	$983K	Hold	36,000	–	–	0.03%	396
2017 Q2	$883K	Hold	36,000	–	–	0.03%	379
2017 Q1	$848K	Hold	36,000	–	–	0.03%	378
2016 Q4	$662K	Hold	36,000	–	–	0.02%	424
2016 Q3	$721K	Buy	+36,000	New	+$746K	0.03%	387

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

Dimensional Fund Advisors

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

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments

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

LSV Asset Management

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

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return