Rational Advisors’s Pultegroup PHM Stock Holding History

Rational Advisors’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
2021 Q3	–	Sell	-23,579	Closed	-$1.29M	–	208
2021 Q2	$1.29M	Buy	23,579 +1,425	+6%	+$79.7K	0.15%	85
2021 Q1	$1.16M	Buy	22,154 +1,138	+5%	+$53.1K	0.21%	90
2020 Q4	$906K	Buy	21,016 +4,539	+28%	+$201K	0.24%	104
2020 Q3	$763K	Sell	16,477 -95	-0.6%	-$4.07K	0.33%	105
2020 Q2	$564K	Buy	+16,572	New	+$498K	0.29%	110
2020 Q1	–	Sell	-3,347	Closed	-$130K	–	427
2019 Q4	$130K	Buy	3,347 +2,204	+193%	+$85.6K	0.06%	249
2019 Q3	$42K	Sell	1,143 -507	-31%	-$16.9K	0.02%	385
2019 Q2	$52K	Buy	1,650 +1,578	+2,192%	+$49.2K	0.02%	340
2019 Q1	$2K	Buy	72 +52	+260%	+$1.42K	﹤0.01%	505
2018 Q4	$1K	Sell	20 -1,455	-99%	-$36K	﹤0.01%	506
2018 Q3	$37K	Buy	+1,475	New	+$41.8K	0.01%	315
2018 Q2	–	Sell	-268	Closed	-$8K	–	554
2018 Q1	$8K	Buy	+268	New	+$8.31K	﹤0.01%	395
2017 Q3	–	Sell	-25,711	Closed	-$631K	–	367
2017 Q2	$631K	Buy	25,711 +15,341	+148%	+$358K	0.39%	97
2017 Q1	$244K	Buy	+10,370	New	+$223K	0.16%	153

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return