Creative Planning’s United Homes Group UHG Stock Holding History

Creative Planning’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
2024 Q3	–	Sell	-374,998	Closed	-$2.13M	–	3315
2024 Q2	$2.13M	Hold	374,998	–	–	﹤0.01%	954
2024 Q1	$2.62M	Hold	374,998	–	–	﹤0.01%	858
2023 Q4	$3.16M	Hold	374,998	–	–	0.01%	720
2023 Q3	$2.1M	Sell	374,998 -13,002	-3%	-$116K	﹤0.01%	833
2023 Q2	$4.33M	Buy	+388,000	New	+$4.57M	0.01%	560

Other funds holding UHG

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SIP

Stoneridge Investment Partners Radnor, Pennsylvania $152M AUM 20.58% 1-Year Est. Return

Creative Planning's UHG Position: Q3 2024 in Review

Creative Planning sold out of United Homes Group (UHG) in Q3 2024, closing a stake of 374,998 shares — an estimated $2.13M sold.

Creative Planning first reported a position in UHG in Q2 2023 and held it in 5 quarters. The position peaked at $4.33M in Q2 2023. 44 funds tracked by Wall St. Rank hold UHG as of Q3 2024.

Creative Planning reported no remaining United Homes Group position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 374,998 United Homes Group shares in Q3 2024, an estimated $2.13M.
Creative Planning first reported a position in United Homes Group in Q2 2023 and held it in 5 quarters.
Creative Planning's United Homes Group position peaked at $4.33M in Q2 2023.
44 funds tracked by Wall St. Rank held United Homes Group as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.