HF
UHG

HRT Financial’s United Homes Group UHG Stock Holding History

HRT Financial’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,086
Closed -$118K – 3126
2023
Q4 		$118K Buy
+14,086
New +$98.1K ﹤0.01% 1875
2022
Q4 		– Sell
-51,134
Closed -$504K – 3183
2022
Q3 		$504K Hold
51,134
– – 0.01% 1494
2022
Q2 		$502K Buy
51,134
+103
+0.2% +$1.01K 0.01% 1517
2022
Q1 		$500K Sell
51,031
-103
-0.2% -$1K ﹤0.01% 1721
2021
Q4 		$498K Buy
+51,134
New +$499K ﹤0.01% 1812

Other funds holding UHG

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HRT Financial's UHG Position: Q1 2024 in Review

HRT Financial sold out of United Homes Group (UHG) in Q1 2024, closing a stake of 14,086 shares — an estimated $118K sold.

HRT Financial first reported a position in UHG in Q4 2021 and held it in 5 quarters. The position peaked at $504K in Q3 2022. 43 funds tracked by Wall St. Rank hold UHG as of Q1 2024.

  • HRT Financial reported no remaining United Homes Group position as of Q1 2024 after selling out during the quarter.
  • HRT Financial sold 14,086 United Homes Group shares in Q1 2024, an estimated $118K.
  • HRT Financial first reported a position in United Homes Group in Q4 2021 and held it in 5 quarters.
  • HRT Financial's United Homes Group position peaked at $504K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held United Homes Group as of Q1 2024.

Based on HRT Financial's 13F filing for Q1 2024, filed 13 May 2024.