Amalgamated Bank’s United Homes Group UHG Stock Holding History

Amalgamated Bank’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
2025 Q2	–	Sell	-207	Closed	-$1K	–	3149
2025 Q1	$1K	Hold	207	–	–	﹤0.01%	2934
2024 Q4	$1K	Hold	207	–	–	﹤0.01%	2962
2024 Q3	$1K	Hold	207	–	–	﹤0.01%	2975
2024 Q2	$1K	Hold	207	–	–	﹤0.01%	2991
2024 Q1	$1K	Sell	207 -329	-61%	-$2.46K	﹤0.01%	2932
2023 Q4	$5K	Sell	536 -62	-10%	-$432	﹤0.01%	2946
2023 Q3	$3K	Hold	598	–	–	﹤0.01%	2998
2023 Q2	$7K	Buy	+598	New	+$7.04K	﹤0.01%	2985

Other funds holding UHG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Amalgamated Bank's UHG Position: Q2 2025 in Review

Amalgamated Bank sold out of United Homes Group (UHG) in Q2 2025, closing a stake of 207 shares — an estimated $1K sold.

Amalgamated Bank first reported a position in UHG in Q2 2023 and held it in 8 quarters. The position peaked at $7K in Q2 2023. 51 funds tracked by Wall St. Rank hold UHG as of Q2 2025.

Amalgamated Bank reported no remaining United Homes Group position as of Q2 2025 after selling out during the quarter.
Amalgamated Bank sold 207 United Homes Group shares in Q2 2025, an estimated $1K.
Amalgamated Bank first reported a position in United Homes Group in Q2 2023 and held it in 8 quarters.
Amalgamated Bank's United Homes Group position peaked at $7K in Q2 2023.
51 funds tracked by Wall St. Rank held United Homes Group as of Q2 2025.

Based on Amalgamated Bank's 13F filing for Q2 2025, filed 4 Aug 2025.