EVR Research’s UWM Holdings UWMC Stock Holding History

EVR 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
2025 Q3	–	Sell	-1,011,825	Closed	-$4.19M	–	41
2025 Q2	$4.19M	Buy	+1,011,825	New	+$4.45M	1.82%	16

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $508M AUM 22.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return

EVR Research's UWMC Position: Q3 2025 in Review

EVR Research sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 1,011,825 shares — an estimated $4.19M sold.

EVR Research first reported a position in UWMC in Q2 2025 and held it in 1 quarter. The position peaked at $4.19M in Q2 2025. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

EVR Research reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
EVR Research sold 1,011,825 UWM Holdings shares in Q3 2025, an estimated $4.19M.
EVR Research first reported a position in UWM Holdings in Q2 2025 and held it in 1 quarter.
EVR Research's UWM Holdings position peaked at $4.19M in Q2 2025.
256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on EVR Research's 13F filing for Q3 2025, filed 13 Nov 2025.