Psagot Value Holdings’s Pultegroup PHM Stock Holding History

Psagot Value Holdings’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	-35	Closed	-$4K	–	90
2024 Q1	$4K	Hold	35	–	–	0.04%	55
2023 Q4	$4K	Hold	35	–	–	﹤0.01%	435
2023 Q3	$3K	Sell	35 -12	-26%	-$957	﹤0.01%	422
2023 Q2	$4K	Buy	47 +37	+370%	+$2.51K	﹤0.01%	381
2023 Q1	$1K	Buy	+10	New	+$540	﹤0.01%	469
2019 Q1	–	Sell	-28,000	Closed	-$728K	–	464
2018 Q4	$728K	Sell	28,000 -4,350	-13%	-$108K	0.03%	190
2018 Q3	$801K	Hold	32,350	–	–	0.04%	157
2018 Q2	$930K	Hold	32,350	–	–	0.04%	149
2018 Q1	$954K	Sell	32,350 -2,250	-7%	-$69.8K	0.04%	160
2017 Q4	$1.15M	Sell	34,600 -820	-2%	-$25.5K	0.05%	136
2017 Q3	$968K	Buy	35,420 +3,320	+10%	+$84K	0.04%	155
2017 Q2	$787K	Buy	32,100 +3,500	+12%	+$81.7K	0.03%	154
2017 Q1	$674K	Buy	+28,600	New	+$616K	0.03%	170
2014 Q2	–	Sell	-11,700	Closed	-$225K	–	442
2014 Q1	$225K	Sell	11,700 -1,300	-10%	-$25.7K	0.01%	247
2013 Q4	$265K	Sell	13,000 -10,000	-43%	-$177K	0.01%	252
2013 Q3	$380K	Hold	23,000	–	–	0.01%	229
2013 Q2	$436K	Buy	+23,000	New	+$478K	0.02%	191

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

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return