Brown Advisory
PHM icon

Brown Advisory’s Pultegroup PHM Stock Holding History

Brown Advisory’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
2020
Q1 		– Sell
-6,504
Closed -$252K – 1017
2019
Q4 		$252K Hold
6,504
– – ﹤0.01% 925
2019
Q3 		$238K Hold
6,504
– – ﹤0.01% 907
2019
Q2 		$206K Buy
+6,504
New +$203K ﹤0.01% 974
2018
Q3 		– Sell
-19,189
Closed -$552K – 1373
2018
Q2 		$552K Buy
19,189
+99
+0.5% +$2.98K ﹤0.01% 953
2018
Q1 		$563K Sell
19,090
-1,114
-6% -$34.6K ﹤0.01% 802
2017
Q4 		$671K Buy
20,204
+7,103
+54% +$221K ﹤0.01% 790
2017
Q3 		$358K Buy
13,101
+167
+1% +$4.23K ﹤0.01% 955
2017
Q2 		$317K Buy
+12,934
New +$302K ﹤0.01% 1000

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return