Cypress Asset Management’s Pultegroup PHM Stock Holding History

Cypress Asset Management’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 Q2	–	Sell	-7,100	Closed	-$209K	–	185
2018 Q1	$209K	Sell	7,100 -1,300	-15%	-$40.3K	0.06%	167
2017 Q4	$279K	Sell	8,400 -600	-7%	-$18.6K	0.06%	162
2017 Q3	$246K	Hold	9,000	–	–	0.05%	171
2017 Q2	$221K	Sell	9,000 -500	-5%	-$11.7K	0.05%	185
2017 Q1	$224K	Buy	+9,500	New	+$205K	0.04%	200
2016 Q2	–	Sell	-17,500	Closed	-$327K	–	205
2016 Q1	$327K	Sell	17,500 -700	-4%	-$11.9K	0.07%	159
2015 Q4	$324K	Sell	18,200 -250	-1%	-$4.66K	0.07%	155
2015 Q3	$348K	Hold	18,450	–	–	0.07%	149
2015 Q2	$372K	Hold	18,450	–	–	0.07%	156
2015 Q1	$410K	Sell	18,450 -1,500	-8%	-$32.7K	0.08%	147
2014 Q4	$428K	Sell	19,950 -2,800	-12%	-$55.9K	0.08%	150
2014 Q3	$402K	Sell	22,750 -650	-3%	-$12.2K	0.07%	153
2014 Q2	$472K	Sell	23,400 -61,425	-72%	-$1.18M	0.08%	142
2014 Q1	$1.63M	Sell	84,825 -10,800	-11%	-$213K	0.3%	85
2013 Q4	$1.95M	Sell	95,625 -2,550	-3%	-$45.2K	0.34%	78
2013 Q3	$1.62M	Sell	98,175 -3,650	-4%	-$62.3K	0.3%	80
2013 Q2	$1.93M	Buy	+101,825	New	+$2.12M	0.36%	71

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return