TIM
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Thompson Investment Management’s Pultegroup PHM Stock Holding History

Thompson Investment 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
2020
Q1 		– Sell
-8,685
Closed -$337K – 189
2019
Q4 		$337K Sell
8,685
-300
-3% -$11.7K 0.05% 154
2019
Q3 		$328K Sell
8,985
-925
-9% -$30.8K 0.06% 152
2019
Q2 		$313K Sell
9,910
-4,625
-32% -$144K 0.06% 154
2019
Q1 		$406K Buy
14,535
+1,395
+11% +$38K 0.08% 140
2018
Q4 		$342K Sell
13,140
-4,235
-24% -$105K 0.08% 133
2018
Q3 		$430K Buy
17,375
+2,225
+15% +$63.1K 0.08% 135
2018
Q2 		$436K Hold
15,150
– – 0.08% 130
2018
Q1 		$447K Hold
15,150
– – 0.08% 133
2017
Q4 		$504K Sell
15,150
-6,600
-30% -$205K 0.09% 125
2017
Q3 		$594K Hold
21,750
– – 0.11% 111
2017
Q2 		$534K Hold
21,750
– – 0.1% 117
2017
Q1 		$512K Sell
21,750
-2,675
-11% -$57.6K 0.1% 117
2016
Q4 		$449K Buy
24,425
+3,500
+17% +$66.5K 0.09% 131
2016
Q3 		$419K Sell
20,925
-200
-0.9% -$4.15K 0.08% 127
2016
Q2 		$412K Buy
21,125
+725
+4% +$13.4K 0.08% 129
2016
Q1 		$382K Hold
20,400
– – 0.08% 126
2015
Q4 		$364K Buy
20,400
+1,600
+9% +$29.8K 0.08% 134
2015
Q3 		$355K Buy
+18,800
New +$383K 0.08% 129

Other funds holding PHM

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return