Goldman Sachs
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Goldman Sachs’s ProShares Ultra Russell2000 UWM Stock Holding History

Goldman Sachs’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,299
Closed -$584K – 6284
2022
Q3 		$584K Buy
+20,299
New +$719K ﹤0.01% 4867
2022
Q2 		– Sell
-5,599
Closed -$260K – 6737
2022
Q1 		$260K Sell
5,599
-7,519
-57% -$348K ﹤0.01% 5741
2021
Q4 		$728K Buy
+13,118
New +$755K ﹤0.01% 5095
2020
Q3 		– Sell
-26,318
Closed -$640K – 5549
2020
Q2 		$640K Buy
+26,318
New +$550K ﹤0.01% 4243
2019
Q3 		– Sell
-29,226
Closed -$1.01M – 5392
2019
Q2 		$1.01M Hold
29,226
– – ﹤0.01% 3996
2019
Q1 		$985K Hold
29,226
– – ﹤0.01% 4063
2018
Q4 		$762K Sell
29,226
-66,800
-70% -$2.2M ﹤0.01% 4131
2018
Q3 		$4.06M Hold
96,026
– – ﹤0.01% 3139
2018
Q2 		$3.82M Sell
96,026
-1,400
-1% -$53.5K ﹤0.01% 3149
2018
Q1 		$3.38M Buy
97,426
+274
+0.3% +$9.87K ﹤0.01% 3207
2017
Q4 		$3.43M Sell
97,152
-436
-0.4% -$14.9K ﹤0.01% 3340
2017
Q3 		$3.26M Sell
97,588
-92
-0.1% -$2.77K ﹤0.01% 3538
2017
Q2 		$2.94M Sell
97,680
-396
-0.4% -$11.5K ﹤0.01% 3511
2017
Q1 		$2.83M Buy
98,076
+796
+0.8% +$22.7K ﹤0.01% 3416
2016
Q4 		$2.71M Sell
97,280
-43,488
-31% -$1.09M ﹤0.01% 3574
2016
Q3 		$3.34M Buy
140,768
+1,764
+1% +$40K ﹤0.01% 3389
2016
Q2 		$2.8M Sell
139,004
-1,408
-1% -$27.5K ﹤0.01% 3331
2016
Q1 		$2.65M Buy
140,412
+980
+0.7% +$16.3K ﹤0.01% 3229
2015
Q4 		$2.76M Sell
139,432
-708
-0.5% -$14.7K ﹤0.01% 3350
2015
Q3 		$2.62M Sell
140,140
-26,844
-16% -$594K ﹤0.01% 3514
2015
Q2 		$4.07M Buy
166,984
+21,708
+15% +$532K ﹤0.01% 3146
2015
Q1 		$3.52M Sell
145,276
-53,492
-27% -$1.22M ﹤0.01% 3235
2014
Q4 		$4.49M Sell
198,768
-323,692
-62% -$6.69M ﹤0.01% 3099
2014
Q3 		$9.9M Sell
522,460
-128,336
-20% -$2.66M ﹤0.01% 2378
2014
Q2 		$14.5M Buy
650,796
+45,760
+8% +$935K ﹤0.01% 2065
2014
Q1 		$13M Sell
605,036
-470,044
-44% -$9.97M ﹤0.01% 2131
2013
Q4 		$22.9M Buy
1,075,080
+350,564
+48% +$6.83M 0.01% 1626
2013
Q3 		$13.2M Buy
724,516
+53,316
+8% +$913K ﹤0.01% 1972
2013
Q2 		$10.1M Buy
+671,200
New +$9.78M ﹤0.01% 2087

Other funds holding UWM

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Goldman Sachs's UWM Position: Q4 2022 in Review

Goldman Sachs sold out of ProShares Ultra Russell2000 (UWM) in Q4 2022, closing a stake of 20,299 shares — an estimated $584K sold.

Goldman Sachs first reported a position in UWM in Q2 2013 and held it in 29 quarters. The position peaked at $22.9M in Q4 2013. 40 funds tracked by Wall St. Rank hold UWM as of Q4 2022.

  • Goldman Sachs reported no remaining ProShares Ultra Russell2000 position as of Q4 2022 after selling out during the quarter.
  • Goldman Sachs sold 20,299 ProShares Ultra Russell2000 shares in Q4 2022, an estimated $584K.
  • Goldman Sachs first reported a position in ProShares Ultra Russell2000 in Q2 2013 and held it in 29 quarters.
  • Goldman Sachs's ProShares Ultra Russell2000 position peaked at $22.9M in Q4 2013.
  • 40 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2022.

Based on Goldman Sachs's 13F filing for Q4 2022, filed 13 Feb 2023.