Lee Financial’s Pultegroup PHM Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-220	Closed	-$22.8K	–	634
2023 Q4	$22.8K	Hold	220	–	–	﹤0.01%	305
2023 Q3	$16.3K	Hold	220	–	–	﹤0.01%	332
2023 Q2	$17.1K	Hold	220	–	–	﹤0.01%	327
2023 Q1	$12.9K	Hold	220	–	–	﹤0.01%	374
2022 Q4	$10K	Buy	220 +185	+529%	+$7.79K	﹤0.01%	463
2022 Q3	$1K	Sell	35 -51	-59%	-$2.15K	﹤0.01%	778
2022 Q2	$3K	Sell	86 -117	-58%	-$4.93K	﹤0.01%	640
2022 Q1	$9K	Buy	203 +86	+74%	+$4.27K	﹤0.01%	454
2021 Q4	$7K	Buy	117 +96	+457%	+$4.92K	﹤0.01%	555
2021 Q3	$1K	Sell	21 -73	-78%	-$3.79K	﹤0.01%	680
2021 Q2	$5K	Buy	+94	New	+$5.26K	﹤0.01%	466

Other funds holding PHM

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Geode Capital Management

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

Dimensional Fund Advisors

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

Fidelity Investments

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM