Sun Life Financial’s Pultegroup PHM Stock Holding History

Sun Life Financial’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 Q2	–	Sell	-157	Closed	-$8K	–	389
2021 Q1	$8K	Sell	157 -3	-2%	-$140	﹤0.01%	436
2020 Q4	$7K	Hold	160	–	–	﹤0.01%	435
2020 Q3	$7K	Buy	160 +8	+5%	+$342	﹤0.01%	413
2020 Q2	$5K	Buy	152 +2	+1%	+$60	﹤0.01%	403
2020 Q1	$3K	Sell	150 -3	-2%	-$116	﹤0.01%	423
2019 Q4	$6K	Sell	153 -57	-27%	-$2.21K	﹤0.01%	404
2019 Q3	$8K	Buy	210 +1	+0.5%	+$33	﹤0.01%	547
2019 Q2	$7K	Sell	209 -219	-51%	-$6.83K	﹤0.01%	559
2019 Q1	$12K	Sell	428 -295	-41%	-$8.04K	﹤0.01%	575
2018 Q4	$19K	Sell	723 -6	-0.8%	-$148	﹤0.01%	565
2018 Q3	$18K	Buy	729 +17	+2%	+$482	﹤0.01%	597
2018 Q2	$20K	Buy	712 +676	+1,878%	+$20.3K	﹤0.01%	590
2018 Q1	$1.21K	Sell	36 -556	-94%	-$17.2K	0.01%	295
2017 Q4	$20K	Sell	592 -1,456	-71%	-$45.2K	﹤0.01%	437
2017 Q3	$56K	Sell	2,048 -15	-0.7%	-$380	0.01%	442
2017 Q2	$51K	Buy	2,063 +2,059	+51,475%	+$48.1K	0.01%	443
2017 Q1	$155	Buy	4 +1	+33%	+$22	﹤0.01%	319
2016 Q4	$160	Buy	+3	New	+$57	﹤0.01%	262

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

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

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

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