Capstone Investment Advisors
UHG

Capstone Investment Advisors’s United Homes Group UHG Stock Holding History

Capstone Investment 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
2023
Q1 		– Sell
-50,000
Closed -$503K – 1685
2022
Q4 		$503K Hold
50,000
– – ﹤0.01% 1123
2022
Q3 		$493K Hold
50,000
– – ﹤0.01% 1272
2022
Q2 		$492K Hold
50,000
– – ﹤0.01% 1242
2022
Q1 		$490K Hold
50,000
– – ﹤0.01% 1504
2021
Q4 		$487K Hold
50,000
– – ﹤0.01% 1467
2021
Q3 		$486K Hold
50,000
– – ﹤0.01% 1567
2021
Q2 		$485K Hold
50,000
– – ﹤0.01% 1396
2021
Q1 		$488K Buy
+50,000
New +$488K ﹤0.01% 1282

Other funds holding UHG

AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capstone Investment Advisors's UHG Position: Q1 2023 in Review

Capstone Investment Advisors sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 50,000 shares — an estimated $503K sold.

Capstone Investment Advisors first reported a position in UHG in Q1 2021 and held it in 8 quarters. The position peaked at $503K in Q4 2022. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • Capstone Investment Advisors reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 50,000 United Homes Group shares in Q1 2023, an estimated $503K.
  • Capstone Investment Advisors first reported a position in United Homes Group in Q1 2021 and held it in 8 quarters.
  • Capstone Investment Advisors's United Homes Group position peaked at $503K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on Capstone Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.