Investors Research Corp’s Pultegroup PHM Stock Holding History

Investors Research Corp’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
2022 Q2	–	Sell	-32	Closed	-$1K	–	1133
2022 Q1	$1K	Hold	32	–	–	﹤0.01%	987
2021 Q4	$2K	Buy	+32	New	+$1.64K	﹤0.01%	917
2020 Q3	–	Sell	-4,059	Closed	-$138K	–	1123
2020 Q2	$138K	Hold	4,059	–	–	0.07%	310
2020 Q1	$91K	Sell	4,059 -5,580	-58%	-$216K	0.06%	342
2019 Q4	$374K	Hold	9,639	–	–	0.17%	177
2019 Q3	$352K	Hold	9,639	–	–	0.18%	177
2019 Q2	$305K	Hold	9,639	–	–	0.16%	194
2019 Q1	$270K	Hold	9,639	–	–	0.14%	206
2018 Q4	$251K	Hold	9,639	–	–	0.18%	207
2018 Q3	$239K	Hold	9,639	–	–	0.14%	253
2018 Q2	$277K	Hold	9,639	–	–	0.16%	221
2018 Q1	$284K	Hold	9,639	–	–	0.17%	221
2017 Q4	$320K	Buy	+9,639	New	+$299K	0.2%	196

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return