BC
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Brinker Capital’s Pultegroup PHM Stock Holding History

Brinker Capital’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
2018
Q4 		– Sell
-54,864
Closed -$1.36M – 963
2018
Q3 		$1.36M Buy
54,864
+3,736
+7% +$106K 0.05% 403
2018
Q2 		$1.47M Buy
51,128
+21,508
+73% +$647K 0.06% 366
2018
Q1 		$874K Sell
29,620
-93,628
-76% -$2.9M 0.03% 506
2017
Q4 		$4.1M Sell
123,248
-1,192
-1% -$37K 0.16% 139
2017
Q3 		$3.41M Buy
124,440
+1,050
+0.9% +$26.6K 0.14% 157
2017
Q2 		$3.03M Buy
123,390
+27,664
+29% +$646K 0.14% 167
2017
Q1 		$2.26M Buy
95,726
+19,211
+25% +$414K 0.11% 193
2016
Q4 		$1.41M Buy
+76,515
New +$1.45M 0.08% 231

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return