Colonial Trust’s UWM Holdings UWMC Stock Holding History

Colonial Trust’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
2025 Q1	–	Sell	-1,064	Closed	-$6.25K	–	1330
2024 Q4	$6.25K	Buy	+1,064	New	+$6.92K	﹤0.01%	1026

Other funds holding UWMC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Colonial Trust's UWMC Position: Q1 2025 in Review

Colonial Trust sold out of UWM Holdings (UWMC) in Q1 2025, closing a stake of 1,064 shares — an estimated $6.25K sold.

Colonial Trust first reported a position in UWMC in Q4 2024 and held it in 1 quarter. The position peaked at $6.25K in Q4 2024. 241 funds tracked by Wall St. Rank hold UWMC as of Q1 2025.

Colonial Trust reported no remaining UWM Holdings position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 1,064 UWM Holdings shares in Q1 2025, an estimated $6.25K.
Colonial Trust first reported a position in UWM Holdings in Q4 2024 and held it in 1 quarter.
Colonial Trust's UWM Holdings position peaked at $6.25K in Q4 2024.
241 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.