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Lindbrook Capital’s UWM Holdings UWMC Stock Holding History

Lindbrook Capital’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
2025
Q1 		$7.77K Buy
1,423
+199
+16% +$1.21K ﹤0.01% 1764
2024
Q4 		$7.18K Sell
1,224
-1,005
-45% -$6.54K ﹤0.01% 1818
2024
Q3 		$19K Sell
2,229
-103
-4% -$868 ﹤0.01% 1330
2024
Q2 		$16.2K Buy
2,332
+1,057
+83% +$7.26K ﹤0.01% 1364
2024
Q1 		$9.26K Buy
1,275
+49
+4% +$331 ﹤0.01% 1616
2023
Q4 		$8.77K Buy
1,226
+495
+68% +$2.79K ﹤0.01% 1614
2023
Q3 		$3.54K Buy
731
+113
+18% +$651 ﹤0.01% 1921
2023
Q2 		$3.46K Hold
618
– – ﹤0.01% 1958
2023
Q1 		$3.03K Sell
618
-257
-29% -$1.13K ﹤0.01% 2069
2022
Q4 		$2.9K Buy
+875
New +$3.28K ﹤0.01% 2066
2022
Q1 		– Sell
-687
Closed -$4K – 2620
2021
Q4 		$4K Buy
+687
New +$4.64K ﹤0.01% 1614
2021
Q3 		– Sell
-1,000
Closed -$8K – 2004
2021
Q2 		$8K Hold
1,000
– – ﹤0.01% 1154
2021
Q1 		$8K Buy
+1,000
New +$9.7K ﹤0.01% 1115

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Lindbrook Capital's UWMC Position: Q1 2025 in Review

Lindbrook Capital increased its UWM Holdings (UWMC) stake by 16% in Q1 2025, buying an estimated $1.21K and bringing the position to 1,423 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Lindbrook Capital first reported a position in UWMC in Q1 2021 and has held it in 13 quarters since. The position peaked at $19K in Q3 2024. 241 funds tracked by Wall St. Rank hold UWMC as of Q1 2025.

  • Lindbrook Capital held 1,423 shares of UWM Holdings worth $7.77K as of Q1 2025.
  • Lindbrook Capital bought 199 UWM Holdings shares in Q1 2025, an estimated $1.21K.
  • UWM Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1764 holding.
  • Lindbrook Capital first reported a position in UWM Holdings in Q1 2021 and has held it in 13 quarters since.
  • Lindbrook Capital's UWM Holdings position peaked at $19K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.