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Jefferies Group’s PHM Holdings & Trades

First Buy
Q1 2023
Duration Held
9 Quarters
Largest Add
Q1 2023
+86,530 Shares
Current Position
7,981 Shares
$935,852 Value

Jefferies Group's PHM Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 7,981 shares of PulteGroup, Inc. (PHM) worth $935,852, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in PHM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 27,211 shares. Largest reduction occurred in Q2 2023, reducing 67,430 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's PulteGroup (PHM) Holding Value Over Time

Track share changes against reported price movement

Quarterly PulteGroup (PHM) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +7,981 New Buy 7,981 $117.26
Q1 2025 -27,211 Sold Out 0 $0.00
Q4 2024 +27,211 New Buy 27,211 $108.90
Q2 2024 -8,386 Sold Out 0 $0.00
Q1 2024 -1,652 Reduce 16.46% 8,386 $120.62
Q4 2023 -28,162 Reduce 73.72% 10,038 $103.22
Q3 2023 +19,100 Add 100.00% 38,200 $74.05
Q2 2023 -67,430 Reduce 77.93% 19,100 $77.68
Q1 2023 +86,530 New Buy 86,530 $58.28

Jefferies Group's PulteGroup Investment FAQs

Jefferies Group first purchased PulteGroup, Inc. (PHM) in Q1 2023, acquiring 86,530 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held PulteGroup, Inc. (PHM) for 9 quarters since Q1 2023.

Jefferies Group's largest addition to PulteGroup, Inc. (PHM) was in Q1 2023, adding 86,530 shares worth $5.04 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 7,981 shares of PulteGroup, Inc. (PHM), valued at approximately $935,852.

As of the Q4 2025 filing, PulteGroup, Inc. (PHM) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in PulteGroup, Inc. (PHM) was 86,530 shares, as reported at the end of Q1 2023.