D.A. Davidson & Co’s UWM Holdings UWMC Stock Holding History

D.A. Davidson & Co’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
2021 Q3	–	Sell	-39,900	Closed	-$337K	–	1242
2021 Q2	$337K	Buy	+39,900	New	+$334K	﹤0.01%	948

Other funds holding UWMC

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

HWM

Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.A. Davidson & Co's UWMC Position: Q3 2021 in Review

D.A. Davidson & Co sold out of UWM Holdings (UWMC) in Q3 2021, closing a stake of 39,900 shares — an estimated $337K sold.

D.A. Davidson & Co first reported a position in UWMC in Q2 2021 and held it in 1 quarter. The position peaked at $337K in Q2 2021. 137 funds tracked by Wall St. Rank hold UWMC as of Q3 2021.

D.A. Davidson & Co reported no remaining UWM Holdings position as of Q3 2021 after selling out during the quarter.
D.A. Davidson & Co sold 39,900 UWM Holdings shares in Q3 2021, an estimated $337K.
D.A. Davidson & Co first reported a position in UWM Holdings in Q2 2021 and held it in 1 quarter.
D.A. Davidson & Co's UWM Holdings position peaked at $337K in Q2 2021.
137 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2021.

Based on D.A. Davidson & Co's 13F filing for Q3 2021, filed 15 Nov 2021.