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Glassman Wealth Services’s UWM Holdings UWMC Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-16,583
Closed -$119K – 1747
2023
Q4 		$119K Hold
16,583
– – 0.02% 268
2023
Q3 		$80.4K Buy
+16,583
New +$95.5K 0.01% 315
2023
Q1 		– Sell
-16,583
Closed -$54.9K – 1995
2022
Q4 		$54.9K Hold
16,583
– – 0.01% 398
2022
Q3 		$49K Hold
16,583
– – 0.01% 392
2022
Q2 		$59K Sell
16,583
-108
-0.6% -$414 0.01% 356
2022
Q1 		$76K Buy
+16,691
New +$80.6K 0.01% 311

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Glassman Wealth Services's UWMC Position: Q1 2024 in Review

Glassman Wealth Services sold out of UWM Holdings (UWMC) in Q1 2024, closing a stake of 16,583 shares — an estimated $119K sold.

Glassman Wealth Services first reported a position in UWMC in Q1 2022 and held it in 6 quarters. The position peaked at $119K in Q4 2023. 184 funds tracked by Wall St. Rank hold UWMC as of Q1 2024.

  • Glassman Wealth Services reported no remaining UWM Holdings position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 16,583 UWM Holdings shares in Q1 2024, an estimated $119K.
  • Glassman Wealth Services first reported a position in UWM Holdings in Q1 2022 and held it in 6 quarters.
  • Glassman Wealth Services's UWM Holdings position peaked at $119K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.