Parnassus Investments
PHM icon

Parnassus Investments’s Pultegroup PHM Stock Holding History

Parnassus Investments’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
2015
Q1 		– Sell
-1,000,000
Closed -$21.5M – 104
2014
Q4 		$21.5M Sell
1,000,000
-150,000
-13% -$2.99M 0.16% 66
2014
Q3 		$20.3M Hold
1,150,000
– – 0.17% 68
2014
Q2 		$23.2M Sell
1,150,000
-715,245
-38% -$13.7M 0.2% 69
2014
Q1 		$35.8M Sell
1,865,245
-318,916
-15% -$6.3M 0.35% 52
2013
Q4 		$44.5M Buy
2,184,161
+14
+0% +$248 0.45% 45
2013
Q3 		$36M Buy
2,184,147
+460,003
+27% +$7.85M 0.41% 49
2013
Q2 		$32.7M Buy
+1,724,144
New +$35.8M 0.43% 50

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return