USA Financial Formulas’s Pultegroup PHM Stock Holding History

USA Financial Formulas’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 Q1	–	Sell	-13,235	Closed	-$1.37M	–	402
2023 Q4	$1.37M	Buy	13,235 +9,869	+293%	+$839K	0.24%	44
2023 Q3	$249K	Buy	3,366 +843	+33%	+$67.2K	0.37%	71
2023 Q2	$196K	Buy	+2,523	New	+$171K	0.3%	58
2020 Q2	–	Sell	-46,159	Closed	-$1.03M	–	308
2020 Q1	$1.03M	Buy	46,159 +46,154	+923,080%	+$1.78M	0.66%	57
2019 Q4	$0	Buy	+5	New	+$194	﹤0.01%	294
2019 Q1	–	Sell	-19,269	Closed	-$477K	–	284
2018 Q4	$477K	Buy	19,269 +6,351	+49%	+$157K	0.12%	127
2018 Q3	$371K	Buy	+12,918	New	+$366K	0.09%	178
2018 Q1	–	Sell	-105,779	Closed	-$3.52M	–	388
2017 Q4	$3.52M	Buy	+105,779	New	+$3.28M	0.84%	57
2017 Q2	–	Sell	-48,066	Closed	-$1.13M	–	290
2017 Q1	$1.13M	Buy	+48,066	New	+$1.04M	0.27%	78
2016 Q4	–	Sell	-21,547	Closed	-$432K	–	324
2016 Q3	$432K	Buy	+21,547	New	+$447K	0.11%	166

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

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

Fidelity Investments

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

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

Norges Bank Oslo, Norway $935B AUM