Unigestion Holding’s Pultegroup PHM Stock Holding History

Unigestion Holding’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 Q3	–	Sell	-7,071	Closed	-$730K	–	183
2024 Q2	$730K	Sell	7,071 -1,108	-14%	-$126K	0.04%	115
2024 Q1	$987K	Buy	8,179 +1,108	+16%	+$119K	0.05%	112
2023 Q4	$730K	Buy	+7,071	New	+$601K	0.04%	115
2023 Q3	–	Sell	-6,945	Closed	-$537K	–	217
2023 Q2	$537K	Sell	6,945 -1,671	-19%	-$113K	0.03%	169
2023 Q1	$489K	Buy	+8,616	New	+$465K	0.03%	197
2021 Q3	–	Sell	-26,565	Closed	-$1.48M	–	228
2021 Q2	$1.48M	Hold	26,565	–	–	0.05%	117
2021 Q1	$1.39M	Buy	26,565 +6,931	+35%	+$324K	0.05%	130
2020 Q4	$847K	Buy	+19,634	New	+$870K	0.03%	151
2018 Q4	–	Sell	-44,249	Closed	-$1.1M	–	335
2018 Q3	$1.1M	Hold	44,249	–	–	0.02%	263
2018 Q2	$1.27M	Buy	+44,249	New	+$1.33M	0.03%	248

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM