JW
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Jenkins Wealth’s UWM Holdings UWMC Stock Holding History

Jenkins Wealth’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 		$330K Buy
+99,608
New +$373K 0.13% 64

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 $32M AUM 12.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jenkins Wealth's UWMC Position: Q4 2022 in Review

Jenkins Wealth opened a new position in UWM Holdings (UWMC) in Q4 2022: 99,608 shares worth $330K. The stake represents 0.13% of the portfolio and ranks #64 among its holdings.

154 funds tracked by Wall St. Rank hold UWMC as of Q4 2022.

  • Jenkins Wealth held 99,608 shares of UWM Holdings worth $330K as of Q4 2022.
  • UWM Holdings was a new Jenkins Wealth position in Q4 2022.
  • UWM Holdings made up 0.13% of Jenkins Wealth's portfolio in Q4 2022, its #64 holding.
  • 154 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.