EST
PHM icon

EA Series Trust’s Pultegroup PHM Stock Holding History

EA Series Trust’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
2023
Q2 		$5.52M Buy
+71,113
New +$4.82M 0.19% 113

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EA Series Trust's PHM Position: Q2 2023 in Review

EA Series Trust opened a new position in Pultegroup (PHM) in Q2 2023: 71,113 shares worth $5.52M. The stake represents 0.19% of the portfolio and ranks #113 among its holdings.

765 funds tracked by Wall St. Rank hold PHM as of Q2 2023.

  • EA Series Trust held 71,113 shares of Pultegroup worth $5.52M as of Q2 2023.
  • Pultegroup was a new EA Series Trust position in Q2 2023.
  • Pultegroup made up 0.19% of EA Series Trust's portfolio in Q2 2023, its #113 holding.
  • 765 funds tracked by Wall St. Rank held Pultegroup as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.