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JCM
Jacobi Capital Management’s
Pultegroup
PHM
Stock Holding History
Jacobi Capital 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
2021
Q4
–
Sell
-1,500
Closed
-$69K
–
1067
2021
Q3
$69K
Buy
1,500
+36
+2%
+$1.87K
0.01%
579
2021
Q2
$80K
Buy
1,464
+335
+30%
+$18.7K
0.01%
523
2021
Q1
$59K
Buy
1,129
+836
+285%
+$39K
0.01%
540
2020
Q4
$13K
Buy
293
+73
+33%
+$3.23K
﹤0.01%
816
2020
Q3
$10K
Buy
220
+50
+29%
+$2.14K
﹤0.01%
806
2020
Q2
$6K
Hold
170
–
–
﹤0.01%
880
2020
Q1
$4K
Hold
170
–
–
﹤0.01%
865
2019
Q4
$7K
Hold
170
–
–
﹤0.01%
812
2019
Q3
$6K
Hold
170
–
–
﹤0.01%
816
2019
Q2
$5K
Hold
170
–
–
﹤0.01%
843
2019
Q1
$5K
Hold
170
–
–
﹤0.01%
793
2018
Q4
$4K
Hold
170
–
–
﹤0.01%
789
2018
Q3
$4K
Hold
170
–
–
﹤0.01%
827
2018
Q2
$5K
Hold
170
–
–
﹤0.01%
822
2018
Q1
$5K
Hold
170
–
–
﹤0.01%
811
2017
Q4
$6K
Hold
170
–
–
﹤0.01%
755
2017
Q3
$5K
Hold
170
–
–
﹤0.01%
760
2017
Q2
$4K
Hold
170
–
–
﹤0.01%
703
2017
Q1
$4K
Buy
+170
New
+$3.66K
﹤0.01%
576
2016
Q4
–
Sell
-170
Closed
-$3K
–
678
2016
Q3
$3K
Hold
170
–
–
﹤0.01%
614
2016
Q2
$3K
Buy
+170
New
+$3.15K
﹤0.01%
605
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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