KLWA
PHM icon

Kelly Lawrence W & Associates’s Pultegroup PHM Stock Holding History

Kelly Lawrence W & Associates’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
-500
Closed -$21K – 182
2022
Q1 		$21K Hold
500
– – ﹤0.01% 135
2021
Q4 		$29K Hold
500
– – 0.01% 136
2021
Q3 		$23K Hold
500
– – ﹤0.01% 137
2021
Q2 		$27K Hold
500
– – 0.01% 135
2021
Q1 		$26K Hold
500
– – 0.01% 129
2020
Q4 		$22K Hold
500
– – 0.01% 82
2020
Q3 		$23K Hold
500
– – 0.01% 106
2020
Q2 		$17K Buy
+500
New +$15K ﹤0.01% 107
2015
Q4 		– Sell
-74,915
Closed -$1.41M – 166
2015
Q3 		$1.41M Hold
74,915
– – 0.33% 43
2015
Q2 		$1.51M Buy
74,915
+570
+0.8% +$11.6K 0.3% 45
2015
Q1 		$1.65M Buy
74,345
+200
+0.3% +$4.36K 0.36% 40
2014
Q4 		$1.59M Buy
74,145
+5,200
+8% +$104K 0.33% 43
2014
Q3 		$1.22M Sell
68,945
-750
-1% -$14.1K 0.26% 44
2014
Q2 		$1.41M Buy
69,695
+14,175
+26% +$272K 0.3% 44
2014
Q1 		$1.06M Hold
55,520
– – 0.24% 43
2013
Q4 		$1.13M Hold
55,520
– – 0.25% 47
2013
Q3 		$916K Sell
55,520
-407,600
-88% -$6.95M 0.22% 49
2013
Q2 		$8.79M Buy
+463,120
New +$9.63M 2.23% 23

Other funds holding PHM

Vanguard Group
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
PI
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