CPA
UHG

Capital Performance Advisors’s United Homes Group UHG Stock Holding History

Capital Performance Advisors’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-61
Closed -$375 – 2535
2024
Q3 		$375 Buy
+61
New +$362 ﹤0.01% 2379

Other funds holding UHG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's UHG Position: Q4 2024 in Review

Capital Performance Advisors sold out of United Homes Group (UHG) in Q4 2024, closing a stake of 61 shares — an estimated $375 sold.

Capital Performance Advisors first reported a position in UHG in Q3 2024 and held it in 1 quarter. The position peaked at $375 in Q3 2024. 51 funds tracked by Wall St. Rank hold UHG as of Q4 2024.

  • Capital Performance Advisors reported no remaining United Homes Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 61 United Homes Group shares in Q4 2024, an estimated $375.
  • Capital Performance Advisors first reported a position in United Homes Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's United Homes Group position peaked at $375 in Q3 2024.
  • 51 funds tracked by Wall St. Rank held United Homes Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.