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Carroll Financial Associates’s UWM Holdings UWMC Stock Holding History

Carroll Financial 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
2021
Q4 		$17K Buy
2,860
+1,415
+98% +$9.55K ﹤0.01% 1025
2021
Q3 		$10K Buy
+1,445
New +$10.8K ﹤0.01% 1231

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carroll Financial Associates's UWMC Position: Q4 2021 in Review

Carroll Financial Associates increased its UWM Holdings (UWMC) stake by 98% in Q4 2021, buying an estimated $9.55K and bringing the position to 2,860 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Carroll Financial Associates first reported a position in UWMC in Q3 2021 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold UWMC as of Q4 2021.

  • Carroll Financial Associates held 2,860 shares of UWM Holdings worth $17K as of Q4 2021.
  • Carroll Financial Associates bought 1,415 UWM Holdings shares in Q4 2021, an estimated $9.55K.
  • UWM Holdings made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1025 holding.
  • Carroll Financial Associates first reported a position in UWM Holdings in Q3 2021 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.