CH
UHG

CVI Holdings’s United Homes Group UHG Stock Holding History

CVI Holdings’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
Q1 		– Sell
-424,274
Closed -$4.27M – 441
2022
Q4 		$4.27M Sell
424,274
-12,664
-3% -$126K 0.54% 60
2022
Q3 		$4.31M Hold
436,938
– – 0.33% 96
2022
Q2 		$4.29M Hold
436,938
– – 0.31% 100
2022
Q1 		$4.28M Buy
436,938
+36,938
+9% +$360K 0.28% 109
2021
Q4 		$3.9M Hold
400,000
– – 0.26% 125
2021
Q3 		$3.89M Buy
+400,000
New +$3.88M 0.24% 141

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CVI Holdings's UHG Position: Q1 2023 in Review

CVI Holdings sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 424,274 shares — an estimated $4.27M sold.

CVI Holdings first reported a position in UHG in Q3 2021 and held it in 6 quarters. The position peaked at $4.31M in Q3 2022. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • CVI Holdings reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • CVI Holdings sold 424,274 United Homes Group shares in Q1 2023, an estimated $4.27M.
  • CVI Holdings first reported a position in United Homes Group in Q3 2021 and held it in 6 quarters.
  • CVI Holdings's United Homes Group position peaked at $4.31M in Q3 2022.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on CVI Holdings's 13F filing for Q1 2023, filed 16 May 2023.