CAC
UHG

Cowen and Company’s United Homes Group UHG Stock Holding History

Cowen and Company’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,000
Closed -$123K – 680
2023
Q2 		$123K Buy
+11,000
New +$129K 0.01% 233
2023
Q1 		– Sell
-50,000
Closed -$503K – 683
2022
Q4 		$503K Buy
+50,000
New +$498K 0.05% 128

Other funds holding UHG

AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cowen and Company's UHG Position: Q3 2023 in Review

Cowen and Company sold out of United Homes Group (UHG) in Q3 2023, closing a stake of 11,000 shares — an estimated $123K sold.

Cowen and Company first reported a position in UHG in Q4 2022 and held it in 2 quarters. The position peaked at $503K in Q4 2022. 35 funds tracked by Wall St. Rank hold UHG as of Q3 2023.

  • Cowen and Company reported no remaining United Homes Group position as of Q3 2023 after selling out during the quarter.
  • Cowen and Company sold 11,000 United Homes Group shares in Q3 2023, an estimated $123K.
  • Cowen and Company first reported a position in United Homes Group in Q4 2022 and held it in 2 quarters.
  • Cowen and Company's United Homes Group position peaked at $503K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held United Homes Group as of Q3 2023.

Based on Cowen and Company's 13F filing for Q3 2023, filed 9 Nov 2023.