RFA
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Reilly Financial Advisors’s Pultegroup PHM Stock Holding History

Reilly Financial 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
Q4 		$8K Buy
+138
New +$7.08K ﹤0.01% 765
2020
Q2 		– Sell
-44
Closed -$1K – 947
2020
Q1 		$1K Buy
+44
New +$1.7K ﹤0.01% 849
2016
Q2 		– Sell
-98
Closed -$2K – 934
2016
Q1 		$2K Buy
+98
New +$1.67K ﹤0.01% 1074
2015
Q1 		– Sell
-100
Closed -$2K – 1352
2014
Q4 		$2K Hold
100
– – ﹤0.01% 762
2014
Q3 		$2K Hold
100
– – ﹤0.01% 770
2014
Q2 		$2K Buy
+100
New +$1.92K ﹤0.01% 789

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return