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Brookstone Capital Management’s UWM Holdings UWMC Stock Holding History

Brookstone Capital 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
2022
Q2 		– Sell
-16,600
Closed -$69K – 835
2022
Q1 		$69K Buy
+16,600
New +$80.1K ﹤0.01% 759

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brookstone Capital Management's UWMC Position: Q2 2022 in Review

Brookstone Capital Management sold out of UWM Holdings (UWMC) in Q2 2022, closing a stake of 16,600 shares — an estimated $69K sold.

Brookstone Capital Management first reported a position in UWMC in Q1 2022 and held it in 1 quarter. The position peaked at $69K in Q1 2022. 145 funds tracked by Wall St. Rank hold UWMC as of Q2 2022.

  • Brookstone Capital Management reported no remaining UWM Holdings position as of Q2 2022 after selling out during the quarter.
  • Brookstone Capital Management sold 16,600 UWM Holdings shares in Q2 2022, an estimated $69K.
  • Brookstone Capital Management first reported a position in UWM Holdings in Q1 2022 and held it in 1 quarter.
  • Brookstone Capital Management's UWM Holdings position peaked at $69K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2022.

Based on Brookstone Capital Management's 13F filing for Q2 2022, filed 11 Jul 2022.