Bank of Montreal
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Bank of Montreal’s UWM Holdings UWMC Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-25,687
Closed -$216K – 3960
2024
Q3 		$216K Buy
+25,687
New +$217K ﹤0.01% 2995
2021
Q2 		– Sell
-8,800
Closed -$69K – 4905
2021
Q1 		$69K Buy
8,800
+8,000
+1,000% +$77.6K ﹤0.01% 3569
2020
Q4 		$10K Buy
+800
New +$8.37K ﹤0.01% 4655

Other funds holding UWMC

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal's UWMC Position: Q4 2024 in Review

Bank of Montreal sold out of UWM Holdings (UWMC) in Q4 2024, closing a stake of 25,687 shares — an estimated $216K sold.

Bank of Montreal first reported a position in UWMC in Q4 2020 and held it in 3 quarters. The position peaked at $216K in Q3 2024. 225 funds tracked by Wall St. Rank hold UWMC as of Q4 2024.

  • Bank of Montreal reported no remaining UWM Holdings position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 25,687 UWM Holdings shares in Q4 2024, an estimated $216K.
  • Bank of Montreal first reported a position in UWM Holdings in Q4 2020 and held it in 3 quarters.
  • Bank of Montreal's UWM Holdings position peaked at $216K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.