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Benjamin F. Edwards & Company’s UWM Holdings UWMC Stock Holding History

Benjamin F. Edwards & Company’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
2022
Q1 		– Sell
-300
Closed -$2K – 1836
2021
Q4 		$2K Hold
300
– – ﹤0.01% 1648
2021
Q3 		$2K Hold
300
– – ﹤0.01% 1651
2021
Q2 		$3K Hold
300
– – ﹤0.01% 1599
2021
Q1 		$2K Buy
+300
New +$2.91K ﹤0.01% 1634

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Benjamin F. Edwards & Company's UWMC Position: Q1 2022 in Review

Benjamin F. Edwards & Company sold out of UWM Holdings (UWMC) in Q1 2022, closing a stake of 300 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in UWMC in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 146 funds tracked by Wall St. Rank hold UWMC as of Q1 2022.

  • Benjamin F. Edwards & Company reported no remaining UWM Holdings position as of Q1 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 300 UWM Holdings shares in Q1 2022, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in UWM Holdings in Q1 2021 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's UWM Holdings position peaked at $3K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2022, filed 4 May 2022.