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Raymond James Financial Services Advisors’s Pultegroup PHM Stock Holding History

Raymond James Financial Services Advisors’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
Q4 		– Sell
-18,200
Closed -$25K – 3053
2020
Q3 		$25K Sell
18,200
-900
-5% -$38.5K ﹤0.01% 2813
2020
Q2 		$6K Buy
+19,100
New +$574K ﹤0.01% 2800
2020
Q1 		– Sell
-16,600
Closed -$2K – 2747
2019
Q4 		$2K Buy
+16,600
New +$645K ﹤0.01% 2844

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $8.66B AUM 17.37% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Raymond James Financial Services Advisors's PHM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Pultegroup (PHM) stake by 23% in Q3 2024, buying an estimated $2.08M and bringing the position to 85,956 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #772.

Raymond James Financial Services Advisors first reported a position in PHM in Q2 2013 and has held it in 37 quarters since. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Raymond James Financial Services Advisors held 85,956 shares of Pultegroup worth $12.3M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 16,348 Pultegroup shares in Q3 2024, an estimated $2.08M.
  • Pultegroup made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #772 holding.
  • Raymond James Financial Services Advisors first reported a position in Pultegroup in Q2 2013 and has held it in 37 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.