WWM
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Wolff Wiese Magana’s Pultegroup PHM Stock Holding History

Wolff Wiese Magana’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
-31
Closed -$3.41K – 1013
2024
Q2 		$3.41K Hold
31
– – ﹤0.01% 476
2024
Q1 		$3.74K Buy
+31
New +$3.33K ﹤0.01% 430
2022
Q4 		– Sell
-106
Closed -$4K – 927
2022
Q3 		$4K Sell
106
-5
-5% -$210 ﹤0.01% 650
2022
Q2 		$4K Buy
111
+10
+10% +$421 ﹤0.01% 670
2022
Q1 		$4K Hold
101
– – ﹤0.01% 665
2021
Q4 		$6K Hold
101
– – ﹤0.01% 612
2021
Q3 		$5K Hold
101
– – ﹤0.01% 625
2021
Q2 		$6K Hold
101
– – ﹤0.01% 602
2021
Q1 		$5K Hold
101
– – ﹤0.01% 589
2020
Q4 		$4K Buy
+101
New +$4.47K ﹤0.01% 571

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
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
GA
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM