AR
UHG

Advisory Research’s United Homes Group UHG Stock Holding History

Advisory Research’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
2021
Q4 		– Sell
-251,900
Closed -$2.45M – 386
2021
Q3 		$2.45M Buy
251,900
+47,500
+23% +$460K 0.16% 115
2021
Q2 		$1.98M Buy
+204,400
New +$1.99M 0.13% 138

Other funds holding UHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Advisory Research's UHG Position: Q4 2021 in Review

Advisory Research sold out of United Homes Group (UHG) in Q4 2021, closing a stake of 251,900 shares — an estimated $2.45M sold.

Advisory Research first reported a position in UHG in Q2 2021 and held it in 2 quarters. The position peaked at $2.45M in Q3 2021. 82 funds tracked by Wall St. Rank hold UHG as of Q4 2021.

  • Advisory Research reported no remaining United Homes Group position as of Q4 2021 after selling out during the quarter.
  • Advisory Research sold 251,900 United Homes Group shares in Q4 2021, an estimated $2.45M.
  • Advisory Research first reported a position in United Homes Group in Q2 2021 and held it in 2 quarters.
  • Advisory Research's United Homes Group position peaked at $2.45M in Q3 2021.
  • 82 funds tracked by Wall St. Rank held United Homes Group as of Q4 2021.

Based on Advisory Research's 13F filing for Q4 2021, filed 11 Feb 2022.