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
2023 Q4	–	Sell	-2,500	Closed	-$1K	–	4386
2023 Q3	$1K	Buy	+2,500	New	+$14.4K	﹤0.01%	3661
2023 Q1	–	Sell	-7,500	Closed	-$33K	–	4771
2022 Q4	$33K	Buy	7,500 +800	+12%	+$3K	﹤0.01%	1873
2022 Q3	$38K	Sell	6,700 -600	-8%	-$2.21K	﹤0.01%	2107
2022 Q2	$33K	Sell	7,300 -200	-3%	-$766	﹤0.01%	2269
2022 Q1	$29K	Sell	7,500 -3,900	-34%	-$18.8K	﹤0.01%	2738
2021 Q4	$21K	Sell	11,400 -42,600	-79%	-$287K	﹤0.01%	3097
2021 Q3	$83K	Sell	54,000 -170,700	-76%	-$1.27M	﹤0.01%	2083
2021 Q2	$444K	Buy	224,700 +93,600	+71%	+$784K	0.02%	816
2021 Q1	$126K	Sell	131,100 -9,700	-7%	-$94.1K	0.01%	1596
2020 Q4	$159K	Buy	+140,800	New	+$1.47M	0.01%	1225

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.