PAM
PHM icon

Premier Asset Management’s Pultegroup PHM Stock Holding History

Premier Asset Management’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
2019
Q4 		– Sell
-211,500
Closed -$7.73M – 131
2019
Q3 		$7.73M Sell
211,500
-196,770
-48% -$6.55M 1.84% 27
2019
Q2 		$12.9M Sell
408,270
-11,845
-3% -$370K 3.04% 9
2019
Q1 		$11.7M Buy
420,115
+36,515
+10% +$995K 2.8% 16
2018
Q4 		$9.97M Sell
383,600
-25,065
-6% -$620K 2.68% 14
2018
Q3 		$10.1M Buy
408,665
+8,725
+2% +$247K 2.26% 21
2018
Q2 		$11.5M Sell
399,940
-3,570
-0.9% -$107K 2.7% 14
2018
Q1 		$11.9M Buy
403,510
+850
+0.2% +$26.4K 2.66% 13
2017
Q4 		$13.4M Sell
402,660
-15,225
-4% -$473K 2.99% 7
2017
Q3 		$11.4M Sell
417,885
-8,150
-2% -$206K 2.56% 15
2017
Q2 		$10.4M Sell
426,035
-14,900
-3% -$348K 2.41% 20
2017
Q1 		$10.4M Buy
+440,935
New +$9.5M 2.46% 23

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return