JAM
Jupiter Asset Management’s Pultegroup PHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-556,284
| Closed | -$57.4M | – | 505 |
|
2023
Q4 | $57.4M | Sell |
556,284
-88,708
| -14% | -$9.16M | 0.57% | 39 |
|
2023
Q3 | $47.8M | Buy |
+644,992
| New | +$47.8M | 0.53% | 47 |
|
2021
Q4 | – | Sell |
-18,375
| Closed | -$843K | – | 625 |
|
2021
Q3 | $843K | Sell |
18,375
-246,670
| -93% | -$11.3M | 0.01% | 431 |
|
2021
Q2 | $14.5M | Buy |
265,045
+222,217
| +519% | +$12.1M | 0.15% | 171 |
|
2021
Q1 | $2.25M | Sell |
42,828
-1,098,442
| -96% | -$57.6M | 0.02% | 397 |
|
2020
Q4 | $49.2M | Buy |
1,141,270
+336,668
| +42% | +$14.5M | 0.5% | 51 |
|
2020
Q3 | $37.2M | Buy |
+804,602
| New | +$37.2M | 0.39% | 66 |
|