Claybrook Capital’s UWM Holdings UWMC Stock Holding History

Claybrook Capital’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
2022 Q4	–	Sell	-83,148	Closed	-$244K	–	140
2022 Q3	$244K	Hold	83,148	–	–	0.15%	115
2022 Q2	$294K	Buy	+83,148	New	+$319K	0.17%	108

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Claybrook Capital's UWMC Position: Q4 2022 in Review

Claybrook Capital sold out of UWM Holdings (UWMC) in Q4 2022, closing a stake of 83,148 shares — an estimated $244K sold.

Claybrook Capital first reported a position in UWMC in Q2 2022 and held it in 2 quarters. The position peaked at $294K in Q2 2022. 154 funds tracked by Wall St. Rank hold UWMC as of Q4 2022.

Claybrook Capital reported no remaining UWM Holdings position as of Q4 2022 after selling out during the quarter.
Claybrook Capital sold 83,148 UWM Holdings shares in Q4 2022, an estimated $244K.
Claybrook Capital first reported a position in UWM Holdings in Q2 2022 and held it in 2 quarters.
Claybrook Capital's UWM Holdings position peaked at $294K in Q2 2022.
154 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2022.

Based on Claybrook Capital's 13F filing for Q4 2022, filed 24 Jan 2023.