BWM
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Baystate Wealth Management’s UWM Holdings UWMC Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$2.15K Hold
300
– – ﹤0.01% 1047
2023
Q3 		$1.46K Hold
300
– – ﹤0.01% 851
2023
Q2 		$1.68K Hold
300
– – ﹤0.01% 867
2023
Q1 		$1.47K Buy
+300
New +$1.32K ﹤0.01% 885

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management's UWMC Position: Q4 2023 in Review

Baystate Wealth Management held its UWM Holdings (UWMC) position steady in Q4 2023 at 300 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Baystate Wealth Management first reported a position in UWMC in Q1 2023 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold UWMC as of Q4 2023.

  • Baystate Wealth Management held 300 shares of UWM Holdings worth $2.15K as of Q4 2023.
  • Baystate Wealth Management left its UWM Holdings share count unchanged in Q4 2023.
  • UWM Holdings made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1047 holding.
  • Baystate Wealth Management first reported a position in UWM Holdings in Q1 2023 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.