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Chartwell Investment Partners’s UWM Holdings UWMC Stock Holding History

Chartwell Investment Partners’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
Q3 		$1.24M Sell
145,915
-60,000
-29% -$506K 0.04% 339
2024
Q2 		$1.43M Buy
205,915
+38,800
+23% +$267K 0.05% 315
2024
Q1 		$1.21M Buy
+167,115
New +$1.13M 0.04% 348

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chartwell Investment Partners's UWMC Position: Q3 2024 in Review

Chartwell Investment Partners reduced its UWM Holdings (UWMC) stake by 29% in Q3 2024, selling an estimated $506K and leaving 145,915 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #339.

Chartwell Investment Partners first reported a position in UWMC in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.43M in Q2 2024. 219 funds tracked by Wall St. Rank hold UWMC as of Q3 2024.

  • Chartwell Investment Partners held 145,915 shares of UWM Holdings worth $1.24M as of Q3 2024.
  • Chartwell Investment Partners sold 60,000 UWM Holdings shares in Q3 2024, an estimated $506K.
  • UWM Holdings made up 0.04% of Chartwell Investment Partners's portfolio in Q3 2024, its #339 holding.
  • Chartwell Investment Partners first reported a position in UWM Holdings in Q1 2024 and has held it in 3 quarters since.
  • Chartwell Investment Partners's UWM Holdings position peaked at $1.43M in Q2 2024.
  • 219 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.