Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IUHSA
Itau Unibanco Holding S.A.’s
Pultegroup
PHM
Stock Holding History
Itau Unibanco Holding S.A.’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
Q4
–
Sell
-29
Closed
-$4.16K
–
420
2024
Q3
$4.16K
Buy
+29
New
+$3.69K
﹤0.01%
318
2023
Q4
–
Sell
-938
Closed
-$69.5K
–
493
2023
Q3
$69.5K
Buy
938
+89
+10%
+$7.09K
﹤0.01%
238
2023
Q2
$66K
Buy
+849
New
+$57.5K
﹤0.01%
287
2023
Q1
–
Sell
-2,241
Closed
-$103K
–
588
2022
Q4
$103K
Buy
+2,241
New
+$94.4K
﹤0.01%
289
2020
Q1
–
Sell
-5,736
Closed
-$223K
–
762
2019
Q4
$223K
Buy
+5,736
New
+$223K
0.01%
206
2019
Q3
–
Sell
-22,327
Closed
-$706K
–
655
2019
Q2
$706K
Buy
22,327
+17,452
+358%
+$545K
0.03%
160
2019
Q1
$127K
Hold
4,875
–
–
0.01%
303
2018
Q4
$127K
Sell
4,875
-2,970
-38%
-$73.5K
0.01%
303
2018
Q3
$194K
Buy
7,845
+1,059
+16%
+$30K
0.01%
277
2018
Q2
$195K
Sell
6,786
-969
-12%
-$29.2K
0.02%
305
2018
Q1
$229K
Sell
7,755
-1,427
-16%
-$44.3K
0.01%
355
2017
Q4
$305K
Buy
9,182
+890
+11%
+$27.6K
0.02%
222
2017
Q3
$717K
Buy
8,292
+8,052
+3,355%
+$204K
0.05%
219
2017
Q2
$6K
Buy
+240
New
+$5.6K
﹤0.01%
573
Other funds holding PHM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
GA
Greenhaven Associates
Purchase, New York
$6.07B AUM
11.2%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close