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Columbia Asset Management’s UWM Holdings UWMC Stock Holding History

Columbia Asset Management’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 		$142K Buy
24,000
+10,080
+72% +$68K 0.03% 183
2021
Q3 		$97K Buy
+13,920
New +$104K 0.02% 183

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 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

Columbia Asset Management's UWMC Position: Q4 2021 in Review

Columbia Asset Management increased its UWM Holdings (UWMC) stake by 72% in Q4 2021, buying an estimated $68K and bringing the position to 24,000 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #183.

Columbia Asset Management 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.

  • Columbia Asset Management held 24,000 shares of UWM Holdings worth $142K as of Q4 2021.
  • Columbia Asset Management bought 10,080 UWM Holdings shares in Q4 2021, an estimated $68K.
  • UWM Holdings made up 0.03% of Columbia Asset Management's portfolio in Q4 2021, its #183 holding.
  • Columbia Asset Management 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 Columbia Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.