Conning Inc’s Pultegroup PHM Stock Holding History

Conning Inc’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 Q4	–	Sell	-2,162	Closed	-$310K	–	366
2024 Q3	$310K	Sell	2,162 -5	-0.2%	-$636	0.01%	292
2024 Q2	$239K	Hold	2,167	–	–	0.01%	316
2024 Q1	$261K	Hold	2,167	–	–	0.01%	315
2023 Q4	$224K	Buy	+2,167	New	+$184K	0.01%	323
2021 Q3	–	Sell	-3,773	Closed	-$206K	–	476
2021 Q2	$206K	Sell	3,773 -320	-8%	-$17.9K	0.01%	464
2021 Q1	$215K	Buy	+4,093	New	+$191K	0.01%	452
2018 Q2	–	Sell	-6,880	Closed	-$203K	–	586
2018 Q1	$203K	Sell	6,880 -110	-2%	-$3.41K	0.01%	561
2017 Q4	$232K	Buy	+6,990	New	+$217K	0.01%	554
2015 Q2	–	Sell	-9,320	Closed	-$207K	–	584
2015 Q1	$207K	Sell	9,320 -60	-0.6%	-$1.31K	0.01%	559
2014 Q4	$201K	Buy	+9,380	New	+$187K	0.01%	563
2014 Q2	–	Sell	-10,290	Closed	-$197K	–	575
2014 Q1	$197K	Buy	+10,290	New	+$203K	0.01%	549

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return