Ellevest Inc’s UWM Holdings UWMC Stock Holding History

Ellevest Inc’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 Q4	–	Sell	-155	Closed	–	–	1962
2022 Q3	$0	Sell	155 -132	-46%	-$486	﹤0.01%	1869
2022 Q2	$1K	Buy	287 +116	+68%	+$445	﹤0.01%	1330
2022 Q1	$1K	Buy	+171	New	+$825	﹤0.01%	1349

Other funds holding UWMC

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

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ellevest Inc's UWMC Position: Q4 2022 in Review

Ellevest Inc sold out of UWM Holdings (UWMC) in Q4 2022, closing a stake of 155 shares.

Ellevest Inc first reported a position in UWMC in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 154 funds tracked by Wall St. Rank hold UWMC as of Q4 2022.

Ellevest Inc reported no remaining UWM Holdings position as of Q4 2022 after selling out during the quarter.
Ellevest Inc sold 155 UWM Holdings shares in Q4 2022.
Ellevest Inc first reported a position in UWM Holdings in Q1 2022 and held it in 3 quarters.
Ellevest Inc's UWM Holdings position peaked at $1K in Q2 2022.
154 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.