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Howard Marks’s UWM Holdings UWMC Stock Holding History

Howard Marks’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
Q4 		– Sell
-1,000,000
Closed -$2.93M – 352
2022
Q3 		$2.93M Hold
1,000,000
– – 0.03% 222
2022
Q2 		$3.54M Hold
1,000,000
– – 0.04% 187
2022
Q1 		$4.53M Buy
+1,000,000
New +$4.83M 0.05% 147

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Howard Marks's UWMC Position: Q4 2022 in Review

Howard Marks sold out of UWM Holdings (UWMC) in Q4 2022, closing a stake of 1,000,000 shares — an estimated $2.93M sold.

Howard Marks first reported a position in UWMC in Q1 2022 and held it in 3 quarters. The position peaked at $4.53M in Q1 2022. 154 funds tracked by Wall St. Rank hold UWMC as of Q4 2022.

  • Howard Marks reported no remaining UWM Holdings position as of Q4 2022 after selling out during the quarter.
  • Howard Marks sold 1,000,000 UWM Holdings shares in Q4 2022, an estimated $2.93M.
  • Howard Marks first reported a position in UWM Holdings in Q1 2022 and held it in 3 quarters.
  • Howard Marks's UWM Holdings position peaked at $4.53M in Q1 2022.
  • 154 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2022.

Based on Oaktree Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.