MWNA
PHM icon

Marshall Wace North America’s Pultegroup PHM Stock Holding History

Marshall Wace North America’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
2021
Q2 		– Sell
-467,354
Closed -$24.5M – 1696
2021
Q1 		$24.5M Buy
467,354
+349,601
+297% +$16.3M 0.1% 219
2020
Q4 		$5.08M Buy
+117,753
New +$5.22M 0.02% 533
2020
Q2 		– Sell
-2,052
Closed -$46K – 1397
2020
Q1 		$46K Sell
2,052
-90,556
-98% -$3.5M ﹤0.01% 1080
2019
Q4 		$3.59M Buy
92,608
+31,445
+51% +$1.22M 0.02% 454
2019
Q3 		$2.23M Buy
+61,163
New +$2.04M 0.01% 530
2017
Q2 		– Sell
-97,100
Closed -$2.33M – 1426
2017
Q1 		$2.33M Buy
+97,100
New +$2.09M 0.02% 552
2013
Q4 		$3.23M Buy
+158,589
New +$2.81M 0.07% 230

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return