FTCM
UHG

First Trust Capital Management’s United Homes Group UHG Stock Holding History

First Trust Capital Management’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150,000
Closed -$1.51M – 243
2022
Q4 		$1.51M Hold
150,000
– – 0.08% 242
2022
Q3 		$1.48M Buy
+150,000
New +$1.48M 0.07% 301
2022
Q2 		– Sell
-149,500
Closed -$1.46M – 419
2022
Q1 		$1.46M Buy
+149,500
New +$1.46M 0.16% 122

Other funds holding UHG

AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Trust Capital Management's UHG Position: Q1 2023 in Review

First Trust Capital Management sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 150,000 shares — an estimated $1.51M sold.

First Trust Capital Management first reported a position in UHG in Q1 2022 and held it in 3 quarters. The position peaked at $1.51M in Q4 2022. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • First Trust Capital Management reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • First Trust Capital Management sold 150,000 United Homes Group shares in Q1 2023, an estimated $1.51M.
  • First Trust Capital Management first reported a position in United Homes Group in Q1 2022 and held it in 3 quarters.
  • First Trust Capital Management's United Homes Group position peaked at $1.51M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on First Trust Capital Management's 13F filing for Q1 2023, filed 12 May 2023.