Mizuho Trust & Banking’s Pultegroup PHM Stock Holding History

Mizuho Trust & Banking’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
2016 Q4	–	Sell	-538,179	Closed	-$10.8M	–	503
2016 Q3	$10.8M	Sell	538,179 -62,291	-10%	-$1.29M	0.03%	531
2016 Q2	$11.7M	Sell	600,470 -36,299	-6%	-$673K	0.04%	504
2016 Q1	$11.9M	Buy	636,769 +115,372	+22%	+$1.97M	0.04%	491
2015 Q4	$9.38M	Sell	521,397 -6,956	-1%	-$130K	0.03%	539
2015 Q3	$9.97M	Buy	528,353 +46,787	+10%	+$952K	0.03%	524
2015 Q2	$9.7M	Buy	481,566 +15,324	+3%	+$311K	0.03%	553
2015 Q1	$10.4M	Buy	466,242 +22,400	+5%	+$488K	0.04%	535
2014 Q4	$9.53M	Buy	443,842 +29,233	+7%	+$583K	0.03%	551
2014 Q3	$7.33M	Sell	414,609 -31,613	-7%	-$596K	0.03%	570
2014 Q2	$9M	Sell	446,222 -12,151	-3%	-$233K	0.03%	553
2014 Q1	$8.8M	Sell	458,373 -16,819	-4%	-$332K	0.03%	543
2013 Q4	$9.39M	Buy	475,192 +12,322	+3%	+$218K	0.04%	518
2013 Q3	$8.78M	Hold	462,870	–	–	0.04%	510
2013 Q2	$8.78M	Buy	+462,870	New	+$9.62M	0.04%	511

Other funds holding PHM

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return