Janney Montgomery Scott
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Janney Montgomery Scott’s UWM Holdings UWMC Stock Holding History

Janney Montgomery Scott’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
-12,406
Closed -$36K – 2645
2022
Q3 		$36K Sell
12,406
-10,275
-45% -$37.8K ﹤0.01% 2463
2022
Q2 		$83K Sell
22,681
-5,052
-18% -$19.4K ﹤0.01% 2259
2022
Q1 		$126K Buy
27,733
+3,700
+15% +$17.9K ﹤0.01% 2161
2021
Q4 		$142K Sell
24,033
-5,215
-18% -$35.2K ﹤0.01% 2285
2021
Q3 		$203K Buy
29,248
+1,112
+4% +$8.28K ﹤0.01% 2163
2021
Q2 		$238K Buy
+28,136
New +$236K ﹤0.01% 2040

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

Janney Montgomery Scott's UWMC Position: Q4 2022 in Review

Janney Montgomery Scott sold out of UWM Holdings (UWMC) in Q4 2022, closing a stake of 12,406 shares — an estimated $36K sold.

Janney Montgomery Scott first reported a position in UWMC in Q2 2021 and held it in 6 quarters. The position peaked at $238K in Q2 2021. 154 funds tracked by Wall St. Rank hold UWMC as of Q4 2022.

  • Janney Montgomery Scott reported no remaining UWM Holdings position as of Q4 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 12,406 UWM Holdings shares in Q4 2022, an estimated $36K.
  • Janney Montgomery Scott first reported a position in UWM Holdings in Q2 2021 and held it in 6 quarters.
  • Janney Montgomery Scott's UWM Holdings position peaked at $238K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.