Guardian Capital (Canada)’s Pultegroup PHM Stock Holding History

Guardian Capital (Canada)’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 Q3	–	Sell	-337,003	Closed	-$9.69M	–	190
2018 Q2	$9.69M	Sell	337,003 -21,782	-6%	-$655K	0.16%	73
2018 Q1	$10.6M	Sell	358,785 -98,220	-21%	-$3.05M	0.18%	71
2017 Q4	$15.2M	Sell	457,005 -9,300	-2%	-$289K	0.22%	61
2017 Q3	$12.7M	Buy	466,305 +147,632	+46%	+$3.74M	0.19%	73
2017 Q2	$7.82M	Sell	318,673 -4,302	-1%	-$100K	0.12%	100
2017 Q1	$7.61M	Buy	+322,975	New	+$6.96M	0.12%	100
2015 Q4	–	Sell	-21,002	Closed	-$396K	–	214
2015 Q3	$396K	Buy	+21,002	New	+$427K	0.01%	178
2014 Q2	–	Sell	-29,007	Closed	-$557K	–	212
2014 Q1	$557K	Sell	29,007 -8,543	-23%	-$169K	0.01%	164
2013 Q4	$765K	Buy	+37,550	New	+$666K	0.01%	136
2013 Q3	–	Sell	-101,010	Closed	-$1.92M	–	192
2013 Q2	$1.92M	Buy	+101,010	New	+$2.1M	0.03%	108

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

Bank of New York Mellon

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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