Joel Isaacson & Co’s PVH PVH Stock Holding History

Joel Isaacson & Co’s Portfolio PVH Stock Details PVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,879	Closed	-$229K	–	339
2023 Q4	$229K	Sell	1,879 -755	-29%	-$67.6K	0.01%	283
2023 Q3	$202K	Hold	2,634	–	–	0.01%	292
2023 Q2	$224K	Hold	2,634	–	–	0.02%	291
2023 Q1	$235K	Buy	+2,634	New	+$215K	0.02%	286
2016 Q2	–	Sell	-264	Closed	-$26K	–	760
2016 Q1	$26K	Hold	264	–	–	0.01%	443
2015 Q4	$19K	Hold	264	–	–	﹤0.01%	472
2015 Q3	$27K	Hold	264	–	–	0.01%	433
2015 Q2	$30K	Hold	264	–	–	0.01%	438
2015 Q1	$28K	Hold	264	–	–	0.01%	434
2014 Q4	$34K	Hold	264	–	–	0.01%	369
2014 Q3	$32K	Hold	264	–	–	0.01%	361
2014 Q2	$31K	Hold	264	–	–	0.01%	357
2014 Q1	$33K	Hold	264	–	–	0.01%	350
2013 Q4	$36K	Hold	264	–	–	0.01%	313
2013 Q3	$31K	Hold	264	–	–	0.01%	311
2013 Q2	$33K	Buy	+264	New	+$30.3K	0.02%	269

Other funds holding PVH

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

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

Geode Capital Management

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

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return