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Banque Pictet & Cie’s Pultegroup PHM Stock Holding History

Banque Pictet & Cie’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
Q2 		– Sell
-2,290
Closed -$276K – 343
2024
Q1 		$276K Sell
2,290
-784
-26% -$84.1K ﹤0.01% 298
2023
Q4 		$317K Sell
3,074
-20,359
-87% -$1.73M ﹤0.01% 296
2023
Q3 		$1.74M Sell
23,433
-15,920
-40% -$1.27M 0.02% 221
2023
Q2 		$3.06M Sell
39,353
-27,432
-41% -$1.86M 0.03% 202
2023
Q1 		$3.89M Buy
66,785
+40,239
+152% +$2.17M 0.04% 201
2022
Q4 		$1.21M Sell
26,546
-27,913
-51% -$1.18M 0.01% 376
2022
Q3 		$2.04M Sell
54,459
-21,751
-29% -$915K 0.02% 280
2022
Q2 		$3.02M Sell
76,210
-12,667
-14% -$533K 0.03% 238
2022
Q1 		$3.72M Sell
88,877
-3,800
-4% -$189K 0.03% 221
2021
Q4 		$5.3M Buy
+92,677
New +$4.75M 0.04% 206
2014
Q3 		– Sell
-48,200
Closed -$972K – 479
2014
Q2 		$972K Hold
48,200
– – 0.02% 233
2014
Q1 		$925K Sell
48,200
-38,800
-45% -$766K 0.03% 223
2013
Q4 		$1.77M Buy
+87,000
New +$1.54M 0.05% 181

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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Banque Pictet & Cie's PHM Position: Q2 2024 in Review

Banque Pictet & Cie sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 2,290 shares — an estimated $276K sold.

Banque Pictet & Cie first reported a position in PHM in Q4 2013 and held it in 13 quarters. The position peaked at $5.3M in Q4 2021. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Banque Pictet & Cie reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • Banque Pictet & Cie sold 2,290 Pultegroup shares in Q2 2024, an estimated $276K.
  • Banque Pictet & Cie first reported a position in Pultegroup in Q4 2013 and held it in 13 quarters.
  • Banque Pictet & Cie's Pultegroup position peaked at $5.3M in Q4 2021.
  • 937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Banque Pictet & Cie's 13F filing for Q2 2024, filed 25 Jul 2024.