Raymond James & Associates’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$60.1M Buy
418,737
+92,879
+29% +$11.8M 0.04% 395
2024
Q2
$35.9M Buy
325,858
+22,936
+8% +$2.6M 0.02% 525
2024
Q1
$36.5M Buy
302,922
+13,769
+5% +$1.48M 0.02% 504
2023
Q4
$29.8M Buy
289,153
+859
+0.3% +$73K 0.02% 572
2023
Q3
$21.3M Buy
288,294
+41,868
+17% +$3.34M 0.02% 652
2023
Q2
$19.1M Sell
246,426
-16,134
-6% -$1.09M 0.02% 710
2023
Q1
$15.3M Buy
262,560
+13,467
+5% +$727K 0.01% 808
2022
Q4
$11.3M Sell
249,093
-63,668
-20% -$2.68M 0.01% 928
2022
Q3
$11.7M Sell
312,761
-32,779
-9% -$1.38M 0.01% 880
2022
Q2
$13.7M Sell
345,540
-10,275
-3% -$433K 0.01% 799
2022
Q1
$14.9M Sell
355,815
-93,298
-21% -$4.63M 0.01% 856
2021
Q4
$25.7M Buy
449,113
+118,315
+36% +$6.07M 0.02% 624
2021
Q3
$15.2M Buy
330,798
+6,096
+2% +$317K 0.01% 843
2021
Q2
$17.7M Buy
324,702
+27,936
+9% +$1.56M 0.02% 775
2021
Q1
$15.6M Buy
296,766
+9,982
+3% +$466K 0.02% 786
2020
Q4
$12.4M Buy
286,784
+35,656
+14% +$1.58M 0.01% 836
2020
Q3
$11.6M Buy
251,128
+23,847
+10% +$1.02M 0.01% 783
2020
Q2
$7.73M Sell
227,281
-18,208
-7% -$547K 0.01% 956
2020
Q1
$5.48M Buy
245,489
+43,394
+21% +$1.68M 0.01% 998
2019
Q4
$7.84M Sell
202,095
-19,517
-9% -$758K 0.01% 1002
2019
Q3
$8.1M Buy
221,612
+128,917
+139% +$4.29M 0.01% 964
2019
Q2
$2.93M Buy
92,695
+31,356
+51% +$979K ﹤0.01% 1561
2019
Q1
$1.72M Sell
61,339
-116,873
-66% -$3.18M ﹤0.01% 1863
2018
Q4
$4.63M Buy
178,212
+24,025
+16% +$594K 0.01% 1148
2018
Q3
$3.82M Sell
154,187
-176,324
-53% -$5M 0.01% 1393
2018
Q2
$9.5M Sell
330,511
-41,646
-11% -$1.25M 0.02% 837
2018
Q1
$11M Buy
372,157
+74,731
+25% +$2.32M 0.02% 725
2017
Q4
$9.89M Buy
297,426
+42,237
+17% +$1.31M 0.02% 765
2017
Q3
$6.97M Buy
255,189
+76,894
+43% +$1.95M 0.01% 918
2017
Q2
$4.37M Sell
178,295
-127,537
-42% -$2.98M 0.01% 1092
2017
Q1
$7.2M Buy
305,832
+18,652
+6% +$402K 0.02% 850
2016
Q4
$5.28M Sell
287,180
-156,065
-35% -$2.96M 0.01% 962
2016
Q3
$8.88M Sell
443,245
-12,241
-3% -$254K 0.02% 666
2016
Q2
$8.88M Buy
455,486
+218,620
+92% +$4.05M 0.03% 585
2016
Q1
$4.43M Buy
236,866
+151,511
+178% +$2.58M 0.02% 878
2015
Q4
$1.52M Sell
85,355
-18,456
-18% -$344K 0.01% 1409
2015
Q3
$1.96M Sell
103,811
-127,640
-55% -$2.6M 0.01% 1229
2015
Q2
$4.66M Buy
231,451
+144,921
+167% +$2.94M 0.02% 848
2015
Q1
$1.92M Sell
86,530
-48,202
-36% -$1.05M 0.01% 1263
2014
Q4
$2.89M Buy
134,732
+29,187
+28% +$582K 0.01% 952
2014
Q3
$1.86M Buy
105,545
+1,821
+2% +$34.3K 0.01% 1137
2014
Q2
$2.09M Sell
103,724
-3,895
-4% -$74.8K 0.01% 1071
2014
Q1
$2.06M Buy
107,619
+15,147
+16% +$299K 0.01% 1024
2013
Q4
$1.88M Buy
92,472
+2,176
+2% +$38.6K 0.01% 997
2013
Q3
$1.49M Buy
90,296
+37,060
+70% +$632K 0.01% 1024
2013
Q2
$1.01M Buy
+53,236
New +$1.11M 0.01% 1165

Other funds holding PHM

Raymond James & Associates's PHM Position: Q3 2024 in Review

Raymond James & Associates increased its Pultegroup (PHM) stake by 29% in Q3 2024, buying an estimated $11.8M and bringing the position to 418,737 shares worth $60.1M. The position accounts for 0.04% of the portfolio, ranked #395.

Raymond James & Associates first reported a position in PHM in Q2 2013 and has held it in 46 quarters since. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Raymond James & Associates held 418,737 shares of Pultegroup worth $60.1M as of Q3 2024.
  • Raymond James & Associates bought 92,879 Pultegroup shares in Q3 2024, an estimated $11.8M.
  • Pultegroup made up 0.04% of Raymond James & Associates's portfolio in Q3 2024, its #395 holding.
  • Raymond James & Associates first reported a position in Pultegroup in Q2 2013 and has held it in 46 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.