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Moneta Group Investment Advisors’s Pultegroup PHM Stock Holding History

Moneta Group Investment Advisors’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
2020
Q1 		– Sell
-6,392
Closed -$248K – 275
2019
Q4 		$248K Sell
6,392
-202
-3% -$7.85K 0.02% 218
2019
Q3 		$241K Buy
6,594
+206
+3% +$6.86K 0.02% 225
2019
Q2 		$202K Buy
+6,388
New +$199K 0.02% 215
2019
Q1 		– Sell
-17,391
Closed -$452K – 260
2018
Q4 		$452K Buy
+17,391
New +$430K 0.05% 147
2017
Q3 		– Sell
-8,500
Closed -$209K – 211
2017
Q2 		$209K Hold
8,500
– – 0.03% 176
2017
Q1 		$200K Buy
+8,500
New +$183K 0.04% 157

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return