JAM
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Jupiter Asset Management’s Pultegroup PHM Stock Holding History

Jupiter Asset 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
2024
Q1 		– Sell
-556,284
Closed -$57.4M – 505
2023
Q4 		$57.4M Sell
556,284
-88,708
-14% -$7.54M 0.57% 39
2023
Q3 		$47.8M Buy
+644,992
New +$51.4M 0.53% 47
2021
Q4 		– Sell
-18,375
Closed -$843K – 625
2021
Q3 		$843K Sell
18,375
-246,670
-93% -$12.8M 0.01% 431
2021
Q2 		$14.5M Buy
265,045
+222,217
+519% +$12.4M 0.15% 171
2021
Q1 		$2.25M Sell
42,828
-1,098,442
-96% -$51.3M 0.02% 397
2020
Q4 		$49.2M Buy
1,141,270
+336,668
+42% +$14.9M 0.5% 51
2020
Q3 		$37.2M Buy
+804,602
New +$34.4M 0.39% 66

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jupiter Asset Management's PHM Position: Q1 2024 in Review

Jupiter Asset Management sold out of Pultegroup (PHM) in Q1 2024, closing a stake of 556,284 shares — an estimated $57.4M sold.

Jupiter Asset Management first reported a position in PHM in Q3 2020 and held it in 7 quarters. The position peaked at $57.4M in Q4 2023. 912 funds tracked by Wall St. Rank hold PHM as of Q1 2024.

  • Jupiter Asset Management reported no remaining Pultegroup position as of Q1 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 556,284 Pultegroup shares in Q1 2024, an estimated $57.4M.
  • Jupiter Asset Management first reported a position in Pultegroup in Q3 2020 and held it in 7 quarters.
  • Jupiter Asset Management's Pultegroup position peaked at $57.4M in Q4 2023.
  • 912 funds tracked by Wall St. Rank held Pultegroup as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.