Tax-Managed U.S. Targeted Value Portfolio PHM Holdings History
Number of Shares
692,549.00
Current Holdings Value*
$40.94 Mil
% of Portfolio
0.7%
Total Estimate Gain
$50.83 Mil
% of Total Estimate Gain
208.17%
Tax-Managed U.S. Targeted Value Portfolio's PulteGroup Inc Holding Summary
As of 2021-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 692,549.00 shares of PulteGroup Inc(PHM), totaling $40.94 Mil. This investment constitutes 0.7% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.29% of the outstanding PulteGroup Inc(PHM) stock.
The initial trade took place in 2019Q4. Based on historical transaction data and PHM's current price of $108.66, Tax-Managed U.S. Targeted Value Portfolio's estimated gain on his PHM holdings is $50.83 Mil, reflecting a 208.17% gain to date.
Tax-Managed U.S. Targeted Value Portfolio PHM ($108.66) Holding Chart
Tax-Managed U.S. Targeted Value Portfolio PHM ($108.66) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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