FineMark National Bank & Trust’s UWM Holdings UWMC Stock Holding History

FineMark National Bank & Trust’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 Q4	–	Sell	-75,000	Closed	-$521K	–	479
2021 Q3	$521K	Hold	75,000	–	–	0.02%	280
2021 Q2	$634K	Hold	75,000	–	–	0.03%	268
2021 Q1	$595K	Hold	75,000	–	–	0.03%	263
2020 Q4	$985K	Buy	+75,000	New	+$785K	0.04%	202

Other funds holding UWMC

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FineMark National Bank & Trust's UWMC Position: Q4 2021 in Review

FineMark National Bank & Trust sold out of UWM Holdings (UWMC) in Q4 2021, closing a stake of 75,000 shares — an estimated $521K sold.

FineMark National Bank & Trust first reported a position in UWMC in Q4 2020 and held it in 4 quarters. The position peaked at $985K in Q4 2020. 158 funds tracked by Wall St. Rank hold UWMC as of Q4 2021.

FineMark National Bank & Trust reported no remaining UWM Holdings position as of Q4 2021 after selling out during the quarter.
FineMark National Bank & Trust sold 75,000 UWM Holdings shares in Q4 2021, an estimated $521K.
FineMark National Bank & Trust first reported a position in UWM Holdings in Q4 2020 and held it in 4 quarters.
FineMark National Bank & Trust's UWM Holdings position peaked at $985K in Q4 2020.
158 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2021.

Based on FineMark National Bank & Trust's 13F filing for Q4 2021, filed 14 Feb 2022.