Loomis, Sayles & Company
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Loomis, Sayles & Company’s UWM Holdings UWMC Stock Holding History

Loomis, Sayles & Company’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
2024
Q1 		– Sell
-564
Closed -$4K – 967
2023
Q4 		$4K Buy
564
+360
+176% +$2.03K ﹤0.01% 916
2023
Q3 		$1K Sell
204
-1,206
-86% -$6.95K ﹤0.01% 903
2023
Q2 		$8K Sell
1,410
-4,969
-78% -$26.8K ﹤0.01% 742
2023
Q1 		$31K Sell
6,379
-2,387
-27% -$10.5K ﹤0.01% 684
2022
Q4 		$29K Buy
8,766
+7,581
+640% +$28.4K ﹤0.01% 702
2022
Q3 		$3K Hold
1,185
– – ﹤0.01% 743
2022
Q2 		$4K Hold
1,185
– – ﹤0.01% 752
2022
Q1 		$5K Buy
+1,185
New +$5.72K ﹤0.01% 803

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Loomis, Sayles & Company's UWMC Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of UWM Holdings (UWMC) in Q1 2024, closing a stake of 564 shares — an estimated $4K sold.

Loomis, Sayles & Company first reported a position in UWMC in Q1 2022 and held it in 8 quarters. The position peaked at $31K in Q1 2023. 184 funds tracked by Wall St. Rank hold UWMC as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining UWM Holdings position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 564 UWM Holdings shares in Q1 2024, an estimated $4K.
  • Loomis, Sayles & Company first reported a position in UWM Holdings in Q1 2022 and held it in 8 quarters.
  • Loomis, Sayles & Company's UWM Holdings position peaked at $31K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.