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Unigestion Holding’s Pultegroup PHM Stock Holding History

Unigestion Holding’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
-7,071
Closed -$730K – 183
2024
Q2 		$730K Sell
7,071
-1,108
-14% -$126K 0.04% 115
2024
Q1 		$987K Buy
8,179
+1,108
+16% +$119K 0.05% 112
2023
Q4 		$730K Buy
+7,071
New +$601K 0.04% 115
2023
Q3 		– Sell
-6,945
Closed -$537K – 217
2023
Q2 		$537K Sell
6,945
-1,671
-19% -$113K 0.03% 169
2023
Q1 		$489K Buy
+8,616
New +$465K 0.03% 197
2021
Q3 		– Sell
-26,565
Closed -$1.48M – 228
2021
Q2 		$1.48M Hold
26,565
– – 0.05% 117
2021
Q1 		$1.39M Buy
26,565
+6,931
+35% +$324K 0.05% 130
2020
Q4 		$847K Buy
+19,634
New +$870K 0.03% 151
2018
Q4 		– Sell
-44,249
Closed -$1.1M – 335
2018
Q3 		$1.1M Hold
44,249
– – 0.02% 263
2018
Q2 		$1.27M Buy
+44,249
New +$1.33M 0.03% 248

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

Unigestion Holding's PHM Position: Q3 2024 in Review

Unigestion Holding sold out of Pultegroup (PHM) in Q3 2024, closing a stake of 7,071 shares — an estimated $730K sold.

Unigestion Holding first reported a position in PHM in Q2 2018 and held it in 10 quarters. The position peaked at $1.48M in Q2 2021. 1,004 funds tracked by Wall St. Rank hold PHM as of Q3 2024.

  • Unigestion Holding reported no remaining Pultegroup position as of Q3 2024 after selling out during the quarter.
  • Unigestion Holding sold 7,071 Pultegroup shares in Q3 2024, an estimated $730K.
  • Unigestion Holding first reported a position in Pultegroup in Q2 2018 and held it in 10 quarters.
  • Unigestion Holding's Pultegroup position peaked at $1.48M in Q2 2021.
  • 1,004 funds tracked by Wall St. Rank held Pultegroup as of Q3 2024.

Based on Unigestion Holding's 13F filing for Q3 2024, filed 19 Nov 2024.