JWM
PHM icon

Jackson Wealth Management’s Pultegroup PHM Stock Holding History

Jackson Wealth Management’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
Q4 		– Sell
-8,355
Closed -$1.2M – 170
2024
Q3 		$1.2M Buy
+8,355
New +$1.06M 0.14% 86
2020
Q1 		– Sell
-20,000
Closed -$870K – 151
2019
Q4 		$870K Buy
+20,000
New +$777K 0.14% 116

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Wealth Management's PHM Position: Q4 2024 in Review

Jackson Wealth Management sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 8,355 shares — an estimated $1.2M sold.

Jackson Wealth Management first reported a position in PHM in Q4 2019 and held it in 2 quarters. The position peaked at $1.2M in Q3 2024. 985 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Jackson Wealth Management reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Jackson Wealth Management sold 8,355 Pultegroup shares in Q4 2024, an estimated $1.2M.
  • Jackson Wealth Management first reported a position in Pultegroup in Q4 2019 and held it in 2 quarters.
  • Jackson Wealth Management's Pultegroup position peaked at $1.2M in Q3 2024.
  • 985 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Jackson Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.