Loomis, Sayles & Company’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-564
| Closed | -$4K | – | 967 |
|
|
2023
Q4 | $4K | Buy |
564
+360
| +176% | +$2.55K | ﹤0.01% | 916 |
|
|
2023
Q3 | $1K | Sell |
204
-1,206
| -86% | -$5.91K | ﹤0.01% | 902 |
|
|
2023
Q2 | $8K | Sell |
1,410
-4,969
| -78% | -$28.2K | ﹤0.01% | 741 |
|
|
2023
Q1 | $31K | Sell |
6,379
-2,387
| -27% | -$11.6K | ﹤0.01% | 684 |
|
|
2022
Q4 | $29K | Buy |
8,766
+7,581
| +640% | +$25.1K | ﹤0.01% | 701 |
|
|
2022
Q3 | $3K | Hold |
1,185
| – | – | ﹤0.01% | 742 |
|
|
2022
Q2 | $4K | Hold |
1,185
| – | – | ﹤0.01% | 751 |
|
|
2022
Q1 | $5K | Buy |
+1,185
| New | +$5K | ﹤0.01% | 802 |
|