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Delphia (USA)’s UWM Holdings UWMC Stock Holding History

Delphia (USA)’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
2022
Q3 		– Sell
-18,925
Closed -$67K – 422
2022
Q2 		$67K Sell
18,925
-29,614
-61% -$113K 0.05% 364
2022
Q1 		$220K Sell
48,539
-3,240
-6% -$15.6K 0.16% 255
2021
Q4 		$307K Buy
+51,779
New +$349K 0.33% 110

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Delphia (USA)'s UWMC Position: Q3 2022 in Review

Delphia (USA) sold out of UWM Holdings (UWMC) in Q3 2022, closing a stake of 18,925 shares — an estimated $67K sold.

Delphia (USA) first reported a position in UWMC in Q4 2021 and held it in 3 quarters. The position peaked at $307K in Q4 2021. 134 funds tracked by Wall St. Rank hold UWMC as of Q3 2022.

  • Delphia (USA) reported no remaining UWM Holdings position as of Q3 2022 after selling out during the quarter.
  • Delphia (USA) sold 18,925 UWM Holdings shares in Q3 2022, an estimated $67K.
  • Delphia (USA) first reported a position in UWM Holdings in Q4 2021 and held it in 3 quarters.
  • Delphia (USA)'s UWM Holdings position peaked at $307K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2022.

Based on Delphia (USA)'s 13F filing for Q3 2022, filed 14 Nov 2022.