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Ergoteles’s UWM Holdings UWMC Stock Holding History

Ergoteles’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
Q2 		– Sell
-24,793
Closed -$122K – 1547
2023
Q1 		$122K Hold
24,793
– – ﹤0.01% 1083
2022
Q4 		$82.1K Hold
24,793
– – ﹤0.01% 1242
2022
Q3 		$73K Sell
24,793
-356,809
-94% -$1.31M ﹤0.01% 1411
2022
Q2 		$1.35M Buy
+381,602
New +$1.46M 0.04% 421
2021
Q3 		– Sell
-417,275
Closed -$3.53M – 1692
2021
Q2 		$3.53M Sell
417,275
-227,677
-35% -$1.91M 0.08% 286
2021
Q1 		$5.11M Buy
+644,952
New +$6.26M 0.16% 163

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ergoteles's UWMC Position: Q2 2023 in Review

Ergoteles sold out of UWM Holdings (UWMC) in Q2 2023, closing a stake of 24,793 shares — an estimated $122K sold.

Ergoteles first reported a position in UWMC in Q1 2021 and held it in 6 quarters. The position peaked at $5.11M in Q1 2021. 160 funds tracked by Wall St. Rank hold UWMC as of Q2 2023.

  • Ergoteles reported no remaining UWM Holdings position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 24,793 UWM Holdings shares in Q2 2023, an estimated $122K.
  • Ergoteles first reported a position in UWM Holdings in Q1 2021 and held it in 6 quarters.
  • Ergoteles's UWM Holdings position peaked at $5.11M in Q1 2021.
  • 160 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.