J. Goldman & Co’s UWM Holdings UWMC Stock Holding History

J. Goldman & Co’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
2020 Q4	–	Sell	-509,451	Closed	-$5.25M	–	483
2020 Q3	$5.25M	Buy	+509,451	New	+$5.37M	0.36%	91

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J. Goldman & Co's UWMC Position: Q4 2020 in Review

J. Goldman & Co sold out of UWM Holdings (UWMC) in Q4 2020, closing a stake of 509,451 shares — an estimated $5.25M sold.

J. Goldman & Co first reported a position in UWMC in Q3 2020 and held it in 1 quarter. The position peaked at $5.25M in Q3 2020. 69 funds tracked by Wall St. Rank hold UWMC as of Q4 2020.

J. Goldman & Co reported no remaining UWM Holdings position as of Q4 2020 after selling out during the quarter.
J. Goldman & Co sold 509,451 UWM Holdings shares in Q4 2020, an estimated $5.25M.
J. Goldman & Co first reported a position in UWM Holdings in Q3 2020 and held it in 1 quarter.
J. Goldman & Co's UWM Holdings position peaked at $5.25M in Q3 2020.
69 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2020.

Based on J. Goldman & Co's 13F filing for Q4 2020, filed 16 Feb 2021.