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Concourse Financial Group Securities’s UWM Holdings UWMC Stock Holding History

Concourse Financial Group Securities’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
2023
Q1 		– Sell
-1,108
Closed -$4.86K – 2442
2022
Q4 		$3.78K Hold
1,108
– – ﹤0.01% 1918
2022
Q3 		$3K Buy
+1,108
New +$4.08K ﹤0.01% 1776

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Concourse Financial Group Securities's UWMC Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of UWM Holdings (UWMC) in Q1 2023, closing a stake of 1,108 shares — an estimated $4.86K sold.

Concourse Financial Group Securities first reported a position in UWMC in Q3 2022 and held it in 2 quarters. The position peaked at $3.78K in Q4 2022. 158 funds tracked by Wall St. Rank hold UWMC as of Q1 2023.

  • Concourse Financial Group Securities reported no remaining UWM Holdings position as of Q1 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,108 UWM Holdings shares in Q1 2023, an estimated $4.86K.
  • Concourse Financial Group Securities first reported a position in UWM Holdings in Q3 2022 and held it in 2 quarters.
  • Concourse Financial Group Securities's UWM Holdings position peaked at $3.78K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.