NR
PHM icon

Newfound Research’s Pultegroup PHM Stock Holding History

Newfound Research’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
Q2 		– Sell
-34
Closed -$1K – 152
2020
Q1 		$1K Hold
34
– – ﹤0.01% 74
2019
Q4 		$1K Sell
34
-6
-15% -$233 ﹤0.01% 124
2019
Q3 		$1K Buy
40
+8
+25% +$266 ﹤0.01% 133
2019
Q2 		$1K Buy
32
+6
+23% +$187 ﹤0.01% 133
2019
Q1 		$1K Buy
26
+15
+136% +$409 ﹤0.01% 130
2018
Q4 		$0 Hold
11
– – ﹤0.01% 191
2018
Q3 		$0 Buy
11
+3
+38% +$85 ﹤0.01% 214
2018
Q2 		$0 Buy
8
+1
+14% +$30 ﹤0.01% 204
2018
Q1 		$0 Sell
7
-37
-84% -$1.15K ﹤0.01% 237
2017
Q4 		$1K Buy
44
+4
+10% +$124 ﹤0.01% 156
2017
Q3 		$1K Buy
40
+6
+18% +$152 ﹤0.01% 152
2017
Q2 		$1K Buy
34
+5
+17% +$117 ﹤0.01% 148
2017
Q1 		$1K Buy
29
+3
+12% +$65 ﹤0.01% 145
2016
Q4 		$0 Buy
26
+3
+13% +$57 ﹤0.01% 174
2016
Q3 		$0 Hold
23
– – ﹤0.01% 176
2016
Q2 		$0 Buy
+23
New +$426 ﹤0.01% 170

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return