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Howe & Rusling’s UWM Holdings UWMC Stock Holding History

Howe & Rusling’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
-140
Closed – – 1012
2022
Q3 		$0 Hold
140
– – ﹤0.01% 1195
2022
Q2 		$0 Hold
140
– – ﹤0.01% 1164
2022
Q1 		$1K Buy
140
+20
+17% +$97 ﹤0.01% 969
2021
Q4 		$1K Buy
120
+50
+71% +$337 ﹤0.01% 963
2021
Q3 		$0 Hold
70
– – ﹤0.01% 1037
2021
Q2 		$1K Buy
70
+20
+40% +$167 ﹤0.01% 912
2021
Q1 		$0 Buy
+50
New +$485 ﹤0.01% 1020

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 $32.3M AUM 17.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Howe & Rusling's UWMC Position: Q4 2022 in Review

Howe & Rusling sold out of UWM Holdings (UWMC) in Q4 2022, closing a stake of 140 shares.

Howe & Rusling first reported a position in UWMC in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 154 funds tracked by Wall St. Rank hold UWMC as of Q4 2022.

  • Howe & Rusling reported no remaining UWM Holdings position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 140 UWM Holdings shares in Q4 2022.
  • Howe & Rusling first reported a position in UWM Holdings in Q1 2021 and held it in 7 quarters.
  • Howe & Rusling's UWM Holdings position peaked at $1K in Q1 2022.
  • 154 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.