LMR Partners’s UWM Holdings UWMC Stock Holding History

LMR Partners’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 Q4	–	Sell	-900	Closed	-$5.48K	–	1746
2025 Q3	$5.48K	Buy	+900	New	+$4.72K	﹤0.01%	1395
2021 Q2	–	Sell	-58,934	Closed	-$467K	–	1335
2021 Q1	$467K	Buy	+58,934	New	+$572K	0.01%	657

Other funds holding UWMC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $508M AUM 22.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LMR Partners's UWMC Position: Q4 2025 in Review

LMR Partners sold out of UWM Holdings (UWMC) in Q4 2025, closing a stake of 900 shares — an estimated $5.48K sold.

LMR Partners first reported a position in UWMC in Q1 2021 and held it in 2 quarters. The position peaked at $467K in Q1 2021. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

LMR Partners reported no remaining UWM Holdings position as of Q4 2025 after selling out during the quarter.
LMR Partners sold 900 UWM Holdings shares in Q4 2025, an estimated $5.48K.
LMR Partners first reported a position in UWM Holdings in Q1 2021 and held it in 2 quarters.
LMR Partners's UWM Holdings position peaked at $467K in Q1 2021.
297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.