Compagnie Lombard Odier SCmA’s Pultegroup PHM Stock Holding History

Compagnie Lombard Odier SCmA’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
2022 Q1	–	Sell	-1,959	Closed	-$112K	–	676
2021 Q4	$112K	Hold	1,959	–	–	﹤0.01%	425
2021 Q3	$90K	Hold	1,959	–	–	﹤0.01%	442
2021 Q2	$107K	Hold	1,959	–	–	﹤0.01%	402
2021 Q1	$103K	Hold	1,959	–	–	﹤0.01%	441
2020 Q4	$84K	Buy	+1,959	New	+$86.8K	﹤0.01%	396
2016 Q1	–	Sell	-2,600	Closed	-$46K	–	1021
2015 Q4	$46K	Buy	+2,600	New	+$48.5K	﹤0.01%	701
2015 Q3	–	Sell	-7,249	Closed	-$147K	–	828
2015 Q2	$147K	Buy	7,249 +3,663	+102%	+$74.3K	0.01%	492
2015 Q1	$80K	Sell	3,586 -10,949	-75%	-$238K	﹤0.01%	696
2014 Q4	$313K	Sell	14,535 -1,076	-7%	-$21.5K	0.01%	336
2014 Q3	$276K	Sell	15,611 -2,599	-14%	-$49K	0.01%	438
2014 Q2	$366K	Sell	18,210 -2,676	-13%	-$51.4K	0.01%	401
2014 Q1	$401K	Sell	20,886 -2,721	-12%	-$53.7K	0.02%	364
2013 Q4	$482K	Buy	+23,607	New	+$419K	0.02%	330

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

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

Dimensional Fund Advisors

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments

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