FCBT
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First Citizens Bank & Trust’s Pultegroup PHM Stock Holding History

First Citizens Bank & 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
2020
Q2 		– Sell
-31,216
Closed -$697K – 408
2020
Q1 		$697K Buy
31,216
+9,284
+42% +$359K 0.08% 180
2019
Q4 		$851K Buy
+21,932
New +$852K 0.08% 184
2016
Q4 		– Sell
-10,960
Closed -$220K – 472
2016
Q3 		$220K Sell
10,960
-455
-4% -$9.43K 0.02% 451
2016
Q2 		$222K Sell
11,415
-2,737
-19% -$50.7K 0.02% 452
2016
Q1 		$265K Sell
14,152
-257
-2% -$4.38K 0.02% 394
2015
Q4 		$257K Buy
14,409
+4,331
+43% +$80.8K 0.02% 329
2015
Q3 		$190K Sell
10,078
-904
-8% -$18.4K 0.01% 375
2015
Q2 		$221K Sell
10,982
-404
-4% -$8.2K 0.02% 383
2015
Q1 		$253K Buy
+11,386
New +$248K 0.02% 332
2013
Q4 		– Sell
-36,504
Closed -$602K – 678
2013
Q3 		$602K Buy
36,504
+4,935
+16% +$84.2K 0.02% 633
2013
Q2 		$599K Buy
+31,569
New +$656K 0.02% 575

Other funds holding PHM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return