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Perpetual Ltd’s Pultegroup PHM Stock Holding History

Perpetual Ltd’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
Q2 		– Sell
-8,091
Closed -$976K – 461
2024
Q1 		$976K Sell
8,091
-3,853
-32% -$413K 0.01% 281
2023
Q4 		$1.23M Buy
11,944
+3,209
+37% +$273K 0.01% 247
2023
Q3 		$647K Sell
8,735
-12,432
-59% -$991K 0.01% 331
2023
Q2 		$1.64M Sell
21,167
-5,719
-21% -$388K 0.01% 256
2023
Q1 		$1.57M Buy
+26,886
New +$1.45M 0.01% 271
2015
Q1 		– Sell
-243,518
Closed -$5.23M – 210
2014
Q4 		$5.23M Sell
243,518
-76,270
-24% -$1.52M 0.61% 63
2014
Q3 		$5.65M Sell
319,788
-29,042
-8% -$547K 0.61% 49
2014
Q2 		$7.03M Sell
348,830
-24,670
-7% -$474K 0.62% 40
2014
Q1 		$7.17M Buy
373,500
+80,500
+27% +$1.59M 1.05% 31
2013
Q4 		$5.97M Buy
+293,000
New +$5.2M 0.78% 40

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return