Cutler Group’s UWM Holdings UWMC Stock Holding History

Cutler Group’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 Q1	–	Sell	-700	Closed	-$1K	–	3690
2023 Q4	$1K	Sell	700 -11,300	-94%	-$63.8K	﹤0.01%	3485
2023 Q3	$2K	Buy	12,000 +9,000	+300%	+$51.8K	﹤0.01%	3366
2023 Q2	$2K	Buy	3,000 +200	+7%	+$1.08K	﹤0.01%	3131
2023 Q1	$1K	Buy	+2,800	New	+$12.3K	﹤0.01%	3592
2022 Q2	–	Sell	-29,000	Closed	-$1K	–	5717
2022 Q1	$1K	Sell	29,000 -109,100	-79%	-$527K	﹤0.01%	5102
2021 Q4	$6K	Sell	138,100 -46,800	-25%	-$316K	﹤0.01%	4110
2021 Q3	$29K	Sell	184,900 -417,800	-69%	-$3.11M	﹤0.01%	3010
2021 Q2	$180K	Buy	602,700 +87,600	+17%	+$733K	0.01%	1421
2021 Q1	$149K	Buy	515,100 +62,800	+14%	+$609K	0.01%	1468
2020 Q4	$793K	Buy	+452,300	New	+$4.73M	0.04%	467

Other funds holding UWMC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cutler Group's UWMC Position: Q1 2024 in Review

Cutler Group reduced its UWM Holdings (UWMC) stake by 11% in Q1 2024, selling an estimated $2.02K and leaving 2,551 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1055.

Cutler Group first reported a position in UWMC in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.49M in Q4 2020. 184 funds tracked by Wall St. Rank hold UWMC as of Q1 2024.

Cutler Group held 2,551 shares of UWM Holdings worth $18K as of Q1 2024.
Cutler Group sold 300 UWM Holdings shares in Q1 2024, an estimated $2.02K.
UWM Holdings made up 0.01% of Cutler Group's portfolio in Q1 2024, its #1055 holding.
Cutler Group first reported a position in UWM Holdings in Q4 2020 and has held it in 13 quarters since.
Cutler Group's UWM Holdings position peaked at $1.49M in Q4 2020.
184 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.