Jupiter Investment Management’s Pultegroup PHM Stock Holding History

Jupiter Investment 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
2020 Q2	$36.4M	Sell	1,070,132 -294,669	-22%	-$8.85M	0.58%	46
2020 Q1	$30.5M	Buy	1,364,801 +212,964	+18%	+$8.23M	0.59%	51
2019 Q4	$44.7M	Buy	1,151,837 +820,556	+248%	+$31.9M	0.62%	45
2019 Q3	$12.1M	Buy	+331,281	New	+$11M	0.16%	153
2018 Q4	–	Sell	-191,511	Closed	-$4.74M	–	422
2018 Q3	$4.74M	Sell	191,511 -577,768	-75%	-$16.4M	0.03%	190
2018 Q2	$22.1M	Buy	+769,279	New	+$23.1M	0.16%	126
2015 Q4	–	Sell	-17,200	Closed	-$324K	–	353
2015 Q3	$324K	Buy	+17,200	New	+$350K	0.01%	267
2014 Q4	–	Sell	-132,500	Closed	-$2.34M	–	392
2014 Q3	$2.34M	Buy	132,500 +10,000	+8%	+$188K	0.12%	151
2014 Q2	$2.47M	Buy	+122,500	New	+$2.35M	0.14%	147

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jupiter Investment Management's PHM Position: Q2 2020 in Review

Jupiter Investment Management reduced its Pultegroup (PHM) stake by 22% in Q2 2020, selling an estimated $8.85M and leaving 1,070,132 shares worth $36.4M. The position accounts for 0.58% of the portfolio, ranked #46.

Jupiter Investment Management first reported a position in PHM in Q2 2014 and has held it in 9 quarters since. The position peaked at $44.7M in Q4 2019. 578 funds tracked by Wall St. Rank hold PHM as of Q2 2020.

Jupiter Investment Management held 1,070,132 shares of Pultegroup worth $36.4M as of Q2 2020.
Jupiter Investment Management sold 294,669 Pultegroup shares in Q2 2020, an estimated $8.85M.
Pultegroup made up 0.58% of Jupiter Investment Management's portfolio in Q2 2020, its #46 holding.
Jupiter Investment Management first reported a position in Pultegroup in Q2 2014 and has held it in 9 quarters since.
Jupiter Investment Management's Pultegroup position peaked at $44.7M in Q4 2019.
578 funds tracked by Wall St. Rank held Pultegroup as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.