FORA Capital’s UWM Holdings UWMC Stock Holding History

FORA Capital’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 Q4	–	Sell	-21,493	Closed	-$183K	–	599
2024 Q3	$183K	Buy	+21,493	New	+$181K	0.02%	410
2021 Q1	–	Sell	-78,538	Closed	-$1.03M	–	1121
2020 Q4	$1.03M	Buy	+78,538	New	+$822K	0.16%	145

Other funds holding UWMC

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FORA Capital's UWMC Position: Q4 2024 in Review

FORA Capital sold out of UWM Holdings (UWMC) in Q4 2024, closing a stake of 21,493 shares — an estimated $183K sold.

FORA Capital first reported a position in UWMC in Q4 2020 and held it in 2 quarters. The position peaked at $1.03M in Q4 2020. 225 funds tracked by Wall St. Rank hold UWMC as of Q4 2024.

FORA Capital reported no remaining UWM Holdings position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 21,493 UWM Holdings shares in Q4 2024, an estimated $183K.
FORA Capital first reported a position in UWM Holdings in Q4 2020 and held it in 2 quarters.
FORA Capital's UWM Holdings position peaked at $1.03M in Q4 2020.
225 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.