Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Pultegroup PHM Stock Holding History

Jacobs Levy Equity 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
2025
Q3 		– Sell
-26,263
Closed -$2.77M – 1080
2025
Q2 		$2.77M Sell
26,263
-1,194
-4% -$120K 0.01% 560
2025
Q1 		$2.82M Sell
27,457
-59,759
-69% -$6.45M 0.01% 583
2024
Q4 		$9.5M Sell
87,216
-47,166
-35% -$6.12M 0.03% 314
2024
Q3 		$19.3M Sell
134,382
-11,451
-8% -$1.46M 0.07% 237
2024
Q2 		$16.1M Buy
+145,833
New +$16.6M 0.07% 261
2022
Q3 		– Sell
-392,103
Closed -$15.5M – 1127
2022
Q2 		$15.5M Buy
392,103
+27,642
+8% +$1.16M 0.12% 207
2022
Q1 		$15.3M Buy
+364,461
New +$18.1M 0.1% 233
2019
Q1 		– Sell
-10,620
Closed -$276K – 1017
2018
Q4 		$276K Hold
10,620
– – ﹤0.01% 822
2018
Q3 		$263K Sell
10,620
-8,250
-44% -$234K ﹤0.01% 890
2018
Q2 		$543K Buy
+18,870
New +$568K 0.01% 779
2013
Q3 		– Sell
-42,100
Closed -$799K – 994
2013
Q2 		$799K Buy
+42,100
New +$875K 0.01% 622

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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jacobs Levy Equity Management's PHM Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 26,263 shares — an estimated $2.77M sold.

Jacobs Levy Equity Management first reported a position in PHM in Q2 2013 and held it in 11 quarters. The position peaked at $19.3M in Q3 2024. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 26,263 Pultegroup shares in Q3 2025, an estimated $2.77M.
  • Jacobs Levy Equity Management first reported a position in Pultegroup in Q2 2013 and held it in 11 quarters.
  • Jacobs Levy Equity Management's Pultegroup position peaked at $19.3M in Q3 2024.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.