Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s UWM Holdings UWMC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q4 		– Sell
-415,656
Closed -$3.54M – 1658
2024
Q3 		$3.54M Buy
415,656
+149,216
+56% +$1.26M 0.02% 526
2024
Q2 		$1.85M Buy
266,440
+67,469
+34% +$464K 0.01% 673
2024
Q1 		$1.44M Buy
198,971
+87,228
+78% +$589K 0.01% 773
2023
Q4 		$799K Buy
+111,743
New +$631K ﹤0.01% 922

Other funds holding UWMC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s UWMC Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of UWM Holdings (UWMC) in Q4 2024, closing a stake of 415,656 shares — an estimated $3.54M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UWMC in Q4 2023 and held it in 4 quarters. The position peaked at $3.54M in Q3 2024. 225 funds tracked by Wall St. Rank hold UWMC as of Q4 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining UWM Holdings position as of Q4 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 415,656 UWM Holdings shares in Q4 2024, an estimated $3.54M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UWM Holdings in Q4 2023 and held it in 4 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s UWM Holdings position peaked at $3.54M in Q3 2024.
  • 225 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.