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Independent Financial Group’s UWM Holdings UWMC Stock Holding History

Independent Financial Group’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
2023
Q1 		– Sell
-13,128
Closed -$43.5K – 887
2022
Q4 		$43.5K Sell
13,128
-6,700
-34% -$25.1K ﹤0.01% 769
2022
Q3 		$58.1K Sell
19,828
-1,815
-8% -$6.68K 0.01% 728
2022
Q2 		$76.6K Sell
21,643
-8,183
-27% -$31.4K 0.01% 688
2022
Q1 		$135K Sell
29,826
-7,536
-20% -$36.4K 0.01% 745
2021
Q4 		$221K Sell
37,362
-11,209
-23% -$75.6K 0.02% 695
2021
Q3 		$338K Sell
48,571
-3,000
-6% -$22.3K 0.03% 494
2021
Q2 		$436K Sell
51,571
-3,671
-7% -$30.7K 0.05% 410
2021
Q1 		$438K Buy
55,242
+30,070
+119% +$292K 0.06% 365
2020
Q4 		$331K Buy
+25,172
New +$263K 0.05% 402

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Independent Financial Group's UWMC Position: Q1 2023 in Review

Independent Financial Group sold out of UWM Holdings (UWMC) in Q1 2023, closing a stake of 13,128 shares — an estimated $43.5K sold.

Independent Financial Group first reported a position in UWMC in Q4 2020 and held it in 9 quarters. The position peaked at $438K in Q1 2021. 159 funds tracked by Wall St. Rank hold UWMC as of Q1 2023.

  • Independent Financial Group reported no remaining UWM Holdings position as of Q1 2023 after selling out during the quarter.
  • Independent Financial Group sold 13,128 UWM Holdings shares in Q1 2023, an estimated $43.5K.
  • Independent Financial Group first reported a position in UWM Holdings in Q4 2020 and held it in 9 quarters.
  • Independent Financial Group's UWM Holdings position peaked at $438K in Q1 2021.
  • 159 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.