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C.M. Bidwell & Associates’s UWM Holdings UWMC Stock Holding History

C.M. Bidwell & Associates’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
2024
Q1 		– Sell
-432
Closed -$3.09K – 549
2023
Q4 		$3.09K Hold
432
– – ﹤0.01% 387
2023
Q3 		$2.1K Buy
+432
New +$2.49K ﹤0.01% 456

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

C.M. Bidwell & Associates's UWMC Position: Q1 2024 in Review

C.M. Bidwell & Associates sold out of UWM Holdings (UWMC) in Q1 2024, closing a stake of 432 shares — an estimated $3.09K sold.

C.M. Bidwell & Associates first reported a position in UWMC in Q3 2023 and held it in 2 quarters. The position peaked at $3.09K in Q4 2023. 184 funds tracked by Wall St. Rank hold UWMC as of Q1 2024.

  • C.M. Bidwell & Associates reported no remaining UWM Holdings position as of Q1 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 432 UWM Holdings shares in Q1 2024, an estimated $3.09K.
  • C.M. Bidwell & Associates first reported a position in UWM Holdings in Q3 2023 and held it in 2 quarters.
  • C.M. Bidwell & Associates's UWM Holdings position peaked at $3.09K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2024, filed 14 May 2024.