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Berman Capital Advisors’s UWM Holdings UWMC Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$4K Buy
+595
New +$4.43K ﹤0.01% 1520

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 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
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
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berman Capital Advisors's UWMC Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in UWM Holdings (UWMC) in Q3 2021: 595 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings.

137 funds tracked by Wall St. Rank hold UWMC as of Q3 2021.

  • Berman Capital Advisors held 595 shares of UWM Holdings worth $4K as of Q3 2021.
  • UWM Holdings was a new Berman Capital Advisors position in Q3 2021.
  • UWM Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1520 holding.
  • 137 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.