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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 – 419
2024
Q3 		$4.16K Buy
+29
New +$3.69K ﹤0.01% 318
2023
Q4 		– Sell
-938
Closed -$69.5K – 491
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 – 587
2022
Q4 		$103K Buy
+2,241
New +$94.4K ﹤0.01% 289
2020
Q1 		– Sell
-5,736
Closed -$223K – 749
2019
Q4 		$223K Buy
+5,736
New +$223K 0.01% 206
2019
Q3 		– Sell
-22,327
Closed -$706K – 585
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Itau Unibanco Holding S.A.'s PHM Position: Q4 2024 in Review

Itau Unibanco Holding S.A. sold out of Pultegroup (PHM) in Q4 2024, closing a stake of 29 shares — an estimated $4.16K sold.

Itau Unibanco Holding S.A. first reported a position in PHM in Q2 2017 and held it in 14 quarters. The position peaked at $717K in Q3 2017. 984 funds tracked by Wall St. Rank hold PHM as of Q4 2024.

  • Itau Unibanco Holding S.A. reported no remaining Pultegroup position as of Q4 2024 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 29 Pultegroup shares in Q4 2024, an estimated $4.16K.
  • Itau Unibanco Holding S.A. first reported a position in Pultegroup in Q2 2017 and held it in 14 quarters.
  • Itau Unibanco Holding S.A.'s Pultegroup position peaked at $717K in Q3 2017.
  • 984 funds tracked by Wall St. Rank held Pultegroup as of Q4 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2024, filed 14 Feb 2025.