Lee Financial’s UWM Holdings UWMC Stock Holding History

Lee Financial’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
2021 Q3	–	Sell	-2,000	Closed	-$17K	–	742
2021 Q2	$17K	Buy	2,000 +1,000	+100%	+$8.37K	﹤0.01%	345
2021 Q1	$8K	Buy	+1,000	New	+$9.7K	﹤0.01%	411

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KSCM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

HWM

Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee Financial's UWMC Position: Q3 2021 in Review

Lee Financial sold out of UWM Holdings (UWMC) in Q3 2021, closing a stake of 2,000 shares — an estimated $17K sold.

Lee Financial first reported a position in UWMC in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 137 funds tracked by Wall St. Rank hold UWMC as of Q3 2021.

Lee Financial reported no remaining UWM Holdings position as of Q3 2021 after selling out during the quarter.
Lee Financial sold 2,000 UWM Holdings shares in Q3 2021, an estimated $17K.
Lee Financial first reported a position in UWM Holdings in Q1 2021 and held it in 2 quarters.
Lee Financial's UWM Holdings position peaked at $17K in Q2 2021.
137 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2021.

Based on Lee Financial's 13F filing for Q3 2021, filed 12 Nov 2021.