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Enlightenment Research’s UWM Holdings UWMC Stock Holding History

Enlightenment Research’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
-15,000
Closed -$127K – 207
2021
Q2 		$127K Buy
+15,000
New +$126K 0.16% 119

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Enlightenment Research's UWMC Position: Q3 2021 in Review

Enlightenment Research sold out of UWM Holdings (UWMC) in Q3 2021, closing a stake of 15,000 shares — an estimated $127K sold.

Enlightenment Research first reported a position in UWMC in Q2 2021 and held it in 1 quarter. The position peaked at $127K in Q2 2021. 137 funds tracked by Wall St. Rank hold UWMC as of Q3 2021.

  • Enlightenment Research reported no remaining UWM Holdings position as of Q3 2021 after selling out during the quarter.
  • Enlightenment Research sold 15,000 UWM Holdings shares in Q3 2021, an estimated $127K.
  • Enlightenment Research first reported a position in UWM Holdings in Q2 2021 and held it in 1 quarter.
  • Enlightenment Research's UWM Holdings position peaked at $127K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2021.

Based on Enlightenment Research's 13F filing for Q3 2021, filed 15 Nov 2021.