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Dorsey Wright & Associates’s UWM Holdings UWMC Stock Holding History

Dorsey Wright & Associates’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
-3,544
Closed -$17.2K – 282
2023
Q3 		$17.2K Sell
3,544
-122
-3% -$703 0.01% 275
2023
Q2 		$20.5K Buy
+3,666
New +$19.7K 0.01% 257

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorsey Wright & Associates's UWMC Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of UWM Holdings (UWMC) in Q4 2023, closing a stake of 3,544 shares — an estimated $17.2K sold.

Dorsey Wright & Associates first reported a position in UWMC in Q2 2023 and held it in 2 quarters. The position peaked at $20.5K in Q2 2023. 183 funds tracked by Wall St. Rank hold UWMC as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining UWM Holdings position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 3,544 UWM Holdings shares in Q4 2023, an estimated $17.2K.
  • Dorsey Wright & Associates first reported a position in UWM Holdings in Q2 2023 and held it in 2 quarters.
  • Dorsey Wright & Associates's UWM Holdings position peaked at $20.5K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.