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Belpointe Asset Management’s UWM Holdings UWMC Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-154
Closed -$509 – 3858
2022
Q4 		$509 Buy
+154
New +$577 ﹤0.01% 3549

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Belpointe Asset Management's UWMC Position: Q1 2023 in Review

Belpointe Asset Management sold out of UWM Holdings (UWMC) in Q1 2023, closing a stake of 154 shares — an estimated $509 sold.

Belpointe Asset Management first reported a position in UWMC in Q4 2022 and held it in 1 quarter. The position peaked at $509 in Q4 2022. 159 funds tracked by Wall St. Rank hold UWMC as of Q1 2023.

  • Belpointe Asset Management reported no remaining UWM Holdings position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 154 UWM Holdings shares in Q1 2023, an estimated $509.
  • Belpointe Asset Management first reported a position in UWM Holdings in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's UWM Holdings position peaked at $509 in Q4 2022.
  • 159 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.