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Jaffetilchin Investment Partners’s Pultegroup PHM Stock Holding History

Jaffetilchin Investment Partners’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
-100
Closed -$14.4K – 1035
2024
Q3 		$14.4K Buy
+100
New +$12.7K ﹤0.01% 830
2018
Q3 		– Sell
-13,681
Closed -$393K – 326
2018
Q2 		$393K Sell
13,681
-218
-2% -$6.56K 0.09% 197
2018
Q1 		$410K Sell
13,899
-20,086
-59% -$623K 0.09% 203
2017
Q4 		$1.13M Buy
33,985
+13,611
+67% +$423K 0.38% 53
2017
Q3 		$557K Buy
+20,374
New +$516K 0.13% 136

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's PHM Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 100 shares — an estimated $14.4K sold.

Jaffetilchin Investment Partners first reported a position in PHM in Q3 2017 and held it in 5 quarters. The position peaked at $1.13M in Q4 2017. 982 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 100 Pultegroup shares in Q4 2024, an estimated $14.4K.
  • Jaffetilchin Investment Partners first reported a position in Pultegroup in Q3 2017 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's Pultegroup position peaked at $1.13M in Q4 2017.
  • 982 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.