Jacobs Levy Equity Management
PHM icon

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

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GA
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Geode Capital Management
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First Trust Advisors
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return