IIM
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Ivory Investment Management’s Pultegroup PHM Stock Holding History

Ivory Investment Management’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
2015
Q4 		– Sell
-1,127,102
Closed -$21.3M – 91
2015
Q3 		$21.3M Sell
1,127,102
-2,511,022
-69% -$51.1M 0.58% 55
2015
Q2 		$73.3M Buy
3,638,124
+3,186,969
+706% +$64.6M 1.8% 23
2015
Q1 		$10M Buy
+451,155
New +$9.83M 0.28% 72
2013
Q4 		– Sell
-74,014
Closed -$1.22M – 211
2013
Q3 		$1.22M Buy
+74,014
New +$1.26M 0.08% 123

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Fidelity Investments
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State Street
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BFA
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JP Morgan Chase
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BIT
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PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CLM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return