Bank of Montreal
UHG

Bank of Montreal’s United Homes Group UHG Stock Holding History

Bank of Montreal’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
2023
Q1 		– Sell
-931,469
Closed -$9.37M – 4195
2022
Q4 		$9.37M Buy
931,469
+277,147
+42% +$2.76M ﹤0.01% 1015
2022
Q3 		$6.46K Buy
654,322
+84,434
+15% +$832K ﹤0.01% 1224
2022
Q2 		$5.6K Buy
569,888
+58,032
+11% +$569K ﹤0.01% 1355
2022
Q1 		$5.02M Hold
511,856
– – ﹤0.01% 1493
2021
Q4 		$5.01M Hold
511,856
– – ﹤0.01% 1224
2021
Q3 		$4.98M Hold
511,856
– – ﹤0.01% 1632
2021
Q2 		$5.01M Buy
+511,856
New +$4.99M ﹤0.01% 1608

Other funds holding UHG

AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's UHG Position: Q1 2023 in Review

Bank of Montreal sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 931,469 shares — an estimated $9.37M sold.

Bank of Montreal first reported a position in UHG in Q2 2021 and held it in 7 quarters. The position peaked at $9.37M in Q4 2022. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • Bank of Montreal reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 931,469 United Homes Group shares in Q1 2023, an estimated $9.37M.
  • Bank of Montreal first reported a position in United Homes Group in Q2 2021 and held it in 7 quarters.
  • Bank of Montreal's United Homes Group position peaked at $9.37M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.