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Kapitalo Investimentos’s Pultegroup PHM Stock Holding History

Kapitalo Investimentos’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
Q3 		– Sell
-2,105
Closed -$232K – 213
2024
Q2 		$232K Sell
2,105
-1,772
-46% -$201K 0.07% 124
2024
Q1 		$468K Sell
3,877
-1,049
-21% -$113K 0.1% 95
2023
Q4 		$508K Sell
4,926
-10,048
-67% -$854K 0.1% 99
2023
Q3 		$1.11M Buy
14,974
+12,430
+489% +$991K 0.15% 38
2023
Q2 		$198K Buy
+2,544
New +$172K 0.04% 246

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kapitalo Investimentos's PHM Position: Q3 2024 in Review

Kapitalo Investimentos sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 2,105 shares — an estimated $232K sold.

Kapitalo Investimentos first reported a position in PHM in Q2 2023 and held it in 5 quarters. The position peaked at $1.11M in Q3 2023. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Kapitalo Investimentos reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,105 Pultegroup shares in Q3 2024, an estimated $232K.
  • Kapitalo Investimentos first reported a position in Pultegroup in Q2 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Pultegroup position peaked at $1.11M in Q3 2023.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Kapitalo Investimentos's 13F filing for Q3 2024, filed 15 Oct 2024.