Washington Trust’s Pultegroup PHM Stock Holding History

Washington Trust’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
2023 Q4	–	Sell	-13	Closed	-$963	–	926
2023 Q3	$963	Sell	13 -8	-38%	-$638	﹤0.01%	851
2023 Q2	$1.63K	Sell	21 -14	-40%	-$949	﹤0.01%	805
2023 Q1	$2.04K	Sell	35 -4	-10%	-$216	﹤0.01%	809
2022 Q4	$1.78K	Buy	39 +2	+5%	+$84	﹤0.01%	828
2022 Q3	$1K	Sell	37 -2	-5%	-$84	﹤0.01%	887
2022 Q2	$2K	Sell	39 -1	-3%	-$42	﹤0.01%	813
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	841
2021 Q4	$2K	Sell	40 -2	-5%	-$103	﹤0.01%	849
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	971
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	955
2021 Q1	$2K	Buy	42 +1	+2%	+$47	﹤0.01%	915
2020 Q4	$2K	Sell	41 -4	-9%	-$177	﹤0.01%	890
2020 Q3	$2K	Sell	45 -10	-18%	-$428	﹤0.01%	883
2020 Q2	$2K	Buy	+55	New	+$1.65K	﹤0.01%	782

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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