Ledyard National Bank’s Pultegroup PHM Stock Holding History

Ledyard National Bank’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
2019 Q1	–	Sell	-1,537	Closed	-$40K	–	539
2018 Q4	$40K	Hold	1,537	–	–	0.01%	437
2018 Q3	$38K	Hold	1,537	–	–	﹤0.01%	449
2018 Q2	$44K	Hold	1,537	–	–	0.01%	444
2018 Q1	$45K	Hold	1,537	–	–	0.01%	453
2017 Q4	$51K	Hold	1,537	–	–	0.01%	453
2017 Q3	$42K	Hold	1,537	–	–	0.01%	464
2017 Q2	$38K	Hold	1,537	–	–	0.01%	435
2017 Q1	$36K	Hold	1,537	–	–	0.01%	447
2016 Q4	$28K	Hold	1,537	–	–	0.01%	361
2016 Q3	$31K	Hold	1,537	–	–	0.01%	361
2016 Q2	$30K	Hold	1,537	–	–	0.01%	345
2016 Q1	$29K	Hold	1,537	–	–	0.01%	382
2015 Q4	$27K	Hold	1,537	–	–	﹤0.01%	389
2015 Q3	$29K	Hold	1,537	–	–	0.01%	363
2015 Q2	$31K	Hold	1,537	–	–	0.01%	362
2015 Q1	$34K	Hold	1,537	–	–	0.01%	337
2014 Q4	$33K	Hold	1,537	–	–	0.01%	349
2014 Q3	$27K	Hold	1,537	–	–	0.01%	321
2014 Q2	$31K	Hold	1,537	–	–	0.01%	315
2014 Q1	$29K	Hold	1,537	–	–	﹤0.01%	314
2013 Q4	$31K	Buy	+1,537	New	+$27.3K	0.01%	321

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

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

Bank of New York Mellon

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

American Century Companies

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