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Islay Capital Management’s UWM Holdings UWMC Stock Holding History

Islay Capital 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
2023
Q2 		– Sell
-135,133
Closed -$664K – 238
2023
Q1 		$664K Buy
+135,133
New +$593K 0.65% 45

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Islay Capital Management's UWMC Position: Q2 2023 in Review

Islay Capital Management sold out of UWM Holdings (UWMC) in Q2 2023, closing a stake of 135,133 shares — an estimated $664K sold.

Islay Capital Management first reported a position in UWMC in Q1 2023 and held it in 1 quarter. The position peaked at $664K in Q1 2023. 160 funds tracked by Wall St. Rank hold UWMC as of Q2 2023.

  • Islay Capital Management reported no remaining UWM Holdings position as of Q2 2023 after selling out during the quarter.
  • Islay Capital Management sold 135,133 UWM Holdings shares in Q2 2023, an estimated $664K.
  • Islay Capital Management first reported a position in UWM Holdings in Q1 2023 and held it in 1 quarter.
  • Islay Capital Management's UWM Holdings position peaked at $664K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2023.

Based on Islay Capital Management's 13F filing for Q2 2023, filed 7 Aug 2023.