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Arlington Trust’s UWM Holdings UWMC Stock Holding History

Arlington Trust’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-334
Closed -$2.39K – 877
2023
Q4 		$2.39K Buy
+334
New +$1.89K ﹤0.01% 597

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Arlington Trust's UWMC Position: Q1 2024 in Review

Arlington Trust sold out of UWM Holdings (UWMC) in Q1 2024, closing a stake of 334 shares — an estimated $2.39K sold.

Arlington Trust first reported a position in UWMC in Q4 2023 and held it in 1 quarter. The position peaked at $2.39K in Q4 2023. 184 funds tracked by Wall St. Rank hold UWMC as of Q1 2024.

  • Arlington Trust reported no remaining UWM Holdings position as of Q1 2024 after selling out during the quarter.
  • Arlington Trust sold 334 UWM Holdings shares in Q1 2024, an estimated $2.39K.
  • Arlington Trust first reported a position in UWM Holdings in Q4 2023 and held it in 1 quarter.
  • Arlington Trust's UWM Holdings position peaked at $2.39K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.