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Financial Counselors Inc’s UWM Holdings UWMC Stock Holding History

Financial Counselors 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
2024
Q3 		– Sell
-10,000
Closed -$69.3K – 598
2024
Q2 		$69.3K Hold
10,000
– – ﹤0.01% 555
2024
Q1 		$72.6K Hold
10,000
– – ﹤0.01% 566
2023
Q4 		$71.5K Hold
10,000
– – ﹤0.01% 566
2023
Q3 		$48.5K Sell
10,000
-2,626
-21% -$15.1K ﹤0.01% 553
2023
Q2 		$71K Hold
12,626
– – ﹤0.01% 497
2023
Q1 		$62K Hold
12,626
– – ﹤0.01% 498
2022
Q4 		$42K Buy
+12,626
New +$47.3K ﹤0.01% 500

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Counselors Inc's UWMC Position: Q3 2024 in Review

Financial Counselors Inc sold out of UWM Holdings (UWMC) in Q3 2024, closing a stake of 10,000 shares — an estimated $69.3K sold.

Financial Counselors Inc first reported a position in UWMC in Q4 2022 and held it in 7 quarters. The position peaked at $72.6K in Q1 2024. 219 funds tracked by Wall St. Rank hold UWMC as of Q3 2024.

  • Financial Counselors Inc reported no remaining UWM Holdings position as of Q3 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 10,000 UWM Holdings shares in Q3 2024, an estimated $69.3K.
  • Financial Counselors Inc first reported a position in UWM Holdings in Q4 2022 and held it in 7 quarters.
  • Financial Counselors Inc's UWM Holdings position peaked at $72.6K in Q1 2024.
  • 219 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2024.

Based on Financial Counselors Inc's 13F filing for Q3 2024, filed 14 Nov 2024.