Axa’s UWM Holdings UWMC Stock Holding History

Axa’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	-166,600	Closed	-$1.19M	–	1115
2023 Q4	$1.19M	Buy	166,600 +4,100	+3%	+$23.1K	﹤0.01%	817
2023 Q3	$788K	Buy	+162,500	New	+$936K	﹤0.01%	871

Other funds holding UWMC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Axa's UWMC Position: Q1 2024 in Review

Axa sold out of UWM Holdings (UWMC) in Q1 2024, closing a stake of 166,600 shares — an estimated $1.19M sold.

Axa first reported a position in UWMC in Q3 2023 and held it in 2 quarters. The position peaked at $1.19M in Q4 2023. 184 funds tracked by Wall St. Rank hold UWMC as of Q1 2024.

Axa reported no remaining UWM Holdings position as of Q1 2024 after selling out during the quarter.
Axa sold 166,600 UWM Holdings shares in Q1 2024, an estimated $1.19M.
Axa first reported a position in UWM Holdings in Q3 2023 and held it in 2 quarters.
Axa's UWM Holdings position peaked at $1.19M in Q4 2023.
184 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2024.

Based on Axa's 13F filing for Q1 2024, filed 15 May 2024.