MOTCO’s Pultegroup PHM Stock Holding History

MOTCO’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	-19	Closed	-$1.96K	–	754
2023 Q4	$1.96K	Hold	19	–	–	﹤0.01%	591
2023 Q3	$1.41K	Hold	19	–	–	﹤0.01%	682
2023 Q2	$1.48K	Buy	+19	New	+$1.29K	﹤0.01%	708
2022 Q4	–	Sell	-100	Closed	-$4K	–	652
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	571
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	520
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	547
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	508
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	549
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	554
2021 Q1	$5K	Sell	100 -58	-37%	-$2.71K	﹤0.01%	517
2020 Q4	$7K	Hold	158	–	–	﹤0.01%	568
2020 Q3	$7K	Hold	158	–	–	﹤0.01%	488
2020 Q2	$5K	Hold	158	–	–	﹤0.01%	485
2020 Q1	$4K	Buy	158 +58	+58%	+$2.24K	﹤0.01%	505
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	480
2019 Q3	$4K	Sell	100 -169	-63%	-$5.62K	﹤0.01%	463
2019 Q2	$9K	Buy	269 +169	+169%	+$5.27K	﹤0.01%	619
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	486
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	512
2018 Q3	$2K	Buy	+100	New	+$2.83K	﹤0.01%	552

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

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 $653B AUM 32.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM