HWM
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Hohimer Wealth Management’s UWM Holdings UWMC Stock Holding History

Hohimer Wealth Management’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
2022
Q1 		– Sell
-32,725
Closed -$194K – 229
2021
Q4 		$194K Sell
32,725
-615,213
-95% -$4.15M 0.04% 188
2021
Q3 		$4.5M Buy
647,938
+1,116
+0.2% +$8.31K 0.94% 28
2021
Q2 		$5.47M Buy
646,822
+324,377
+101% +$2.72M 1.12% 21
2021
Q1 		$2.56M Buy
+322,445
New +$3.13M 0.62% 62

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hohimer Wealth Management's UWMC Position: Q1 2022 in Review

Hohimer Wealth Management sold out of UWM Holdings (UWMC) in Q1 2022, closing a stake of 32,725 shares — an estimated $194K sold.

Hohimer Wealth Management first reported a position in UWMC in Q1 2021 and held it in 4 quarters. The position peaked at $5.47M in Q2 2021. 146 funds tracked by Wall St. Rank hold UWMC as of Q1 2022.

  • Hohimer Wealth Management reported no remaining UWM Holdings position as of Q1 2022 after selling out during the quarter.
  • Hohimer Wealth Management sold 32,725 UWM Holdings shares in Q1 2022, an estimated $194K.
  • Hohimer Wealth Management first reported a position in UWM Holdings in Q1 2021 and held it in 4 quarters.
  • Hohimer Wealth Management's UWM Holdings position peaked at $5.47M in Q2 2021.
  • 146 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2022.

Based on Hohimer Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.