EC
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Everest Capital’s Pultegroup PHM Stock Holding History

Everest Capital’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
2016
Q1 		– Sell
-10,700
Closed -$191K – 4
2015
Q4 		$191K Buy
+10,700
New +$200K 16.17% 4
2015
Q1 		– Sell
-198,300
Closed -$4.26M – 35
2014
Q4 		$4.26M Buy
+198,300
New +$3.96M 1.02% 28
2014
Q2 		– Sell
-96,200
Closed -$1.85M – 41
2014
Q1 		$1.85M Hold
96,200
– – 0.44% 24
2013
Q4 		$1.96M Buy
96,200
+48,700
+103% +$863K 0.43% 24
2013
Q3 		$784K Sell
47,500
-58,200
-55% -$993K 0.18% 30
2013
Q2 		$2M Buy
+105,700
New +$2.2M 0.59% 21

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State Street
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Boston Partners
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return