Invesco’s United Homes Group UHG Stock Holding History

Invesco’s Portfolio UHG Stock Details UHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-15,520	Closed	-$88.3K	–	3889
2024 Q2	$88.3K	Buy	15,520 +4,772	+44%	+$29.9K	﹤0.01%	3769
2024 Q1	$75.1K	Buy	+10,748	New	+$80.4K	﹤0.01%	3766

Other funds holding UHG

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SIP

Stoneridge Investment Partners Radnor, Pennsylvania $152M AUM 20.58% 1-Year Est. Return

Invesco's UHG Position: Q3 2024 in Review

Invesco sold out of United Homes Group (UHG) in Q3 2024, closing a stake of 15,520 shares — an estimated $88.3K sold.

Invesco first reported a position in UHG in Q1 2024 and held it in 2 quarters. The position peaked at $88.3K in Q2 2024. 44 funds tracked by Wall St. Rank hold UHG as of Q3 2024.

Invesco reported no remaining United Homes Group position as of Q3 2024 after selling out during the quarter.
Invesco sold 15,520 United Homes Group shares in Q3 2024, an estimated $88.3K.
Invesco first reported a position in United Homes Group in Q1 2024 and held it in 2 quarters.
Invesco's United Homes Group position peaked at $88.3K in Q2 2024.
44 funds tracked by Wall St. Rank held United Homes Group as of Q3 2024.

Based on Invesco's 13F filing for Q3 2024, filed 12 Nov 2024.