Gainplan’s UWM Holdings UWMC Stock Holding History

Gainplan’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	-26,734	Closed	-$185K	–	72
2021 Q3	$185K	Sell	26,734 -12,099	-31%	-$90.1K	0.08%	54
2021 Q2	$324K	Buy	+38,833	New	+$325K	0.13%	58

Other funds holding UWMC

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IIC

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gainplan's UWMC Position: Q4 2021 in Review

Gainplan sold out of UWM Holdings (UWMC) in Q4 2021, closing a stake of 26,734 shares — an estimated $185K sold.

Gainplan first reported a position in UWMC in Q2 2021 and held it in 2 quarters. The position peaked at $324K in Q2 2021. 158 funds tracked by Wall St. Rank hold UWMC as of Q4 2021.

Gainplan reported no remaining UWM Holdings position as of Q4 2021 after selling out during the quarter.
Gainplan sold 26,734 UWM Holdings shares in Q4 2021, an estimated $185K.
Gainplan first reported a position in UWM Holdings in Q2 2021 and held it in 2 quarters.
Gainplan's UWM Holdings position peaked at $324K in Q2 2021.
158 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2021.

Based on Gainplan's 13F filing for Q4 2021, filed 4 Feb 2022.