Bessemer Group
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Bessemer Group’s ProShares Ultra Russell2000 UWM Stock Holding History

Bessemer Group’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-380
Closed -$12K – 2352
2023
Q1 		$12K Buy
+380
New +$13K ﹤0.01% 1459
2015
Q1 		– Sell
-1,308
Closed -$30K – 1585
2014
Q4 		$30K Hold
1,308
– – ﹤0.01% 1037
2014
Q3 		$25K Hold
1,308
– – ﹤0.01% 985
2014
Q2 		$29K Hold
1,308
– – ﹤0.01% 963
2014
Q1 		$28K Hold
1,308
– – ﹤0.01% 948
2013
Q4 		$28K Buy
+1,308
New +$25.5K ﹤0.01% 945

Other funds holding UWM

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KLC
Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Bessemer Group's UWM Position: Q2 2023 in Review

Bessemer Group sold out of ProShares Ultra Russell2000 (UWM) in Q2 2023, closing a stake of 380 shares — an estimated $12K sold.

Bessemer Group first reported a position in UWM in Q4 2013 and held it in 6 quarters. The position peaked at $30K in Q4 2014. 42 funds tracked by Wall St. Rank hold UWM as of Q2 2023.

  • Bessemer Group reported no remaining ProShares Ultra Russell2000 position as of Q2 2023 after selling out during the quarter.
  • Bessemer Group sold 380 ProShares Ultra Russell2000 shares in Q2 2023, an estimated $12K.
  • Bessemer Group first reported a position in ProShares Ultra Russell2000 in Q4 2013 and held it in 6 quarters.
  • Bessemer Group's ProShares Ultra Russell2000 position peaked at $30K in Q4 2014.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2023.

Based on Bessemer Group's 13F filing for Q2 2023, filed 10 Aug 2023.