WA
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Wasatch Advisors’s Pultegroup PHM Stock Holding History

Wasatch 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
2022
Q1 		– Sell
-48,942
Closed -$2.8M – 277
2021
Q4 		$2.8M Hold
48,942
– – 0.01% 246
2021
Q3 		$2.25M Sell
48,942
-59
-0.1% -$3.07K 0.01% 265
2021
Q2 		$2.67M Sell
49,001
-11,000
-18% -$615K 0.01% 262
2021
Q1 		$3.15M Buy
60,001
+2,000
+3% +$93.4K 0.01% 249
2020
Q4 		$2.5M Buy
58,001
+2,000
+4% +$88.6K 0.01% 237
2020
Q3 		$2.59M Sell
56,001
-19,100
-25% -$817K 0.02% 229
2020
Q2 		$2.56M Buy
+75,101
New +$2.25M 0.02% 218

Other funds holding PHM

Vanguard Group
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return