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Marshall Wace North America’s UWM Holdings UWMC Stock Holding History

Marshall Wace North America’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
-116,953
Closed -$988K – 1737
2021
Q2 		$988K Buy
+116,953
New +$979K ﹤0.01% 1012
2021
Q1 		– Sell
-131,951
Closed -$1.73M – 1793
2020
Q4 		$1.73M Buy
+131,951
New +$1.38M 0.01% 797

Other funds holding UWMC

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace North America's UWMC Position: Q3 2021 in Review

Marshall Wace North America sold out of UWM Holdings (UWMC) in Q3 2021, closing a stake of 116,953 shares — an estimated $988K sold.

Marshall Wace North America first reported a position in UWMC in Q4 2020 and held it in 2 quarters. The position peaked at $1.73M in Q4 2020. 137 funds tracked by Wall St. Rank hold UWMC as of Q3 2021.

  • Marshall Wace North America reported no remaining UWM Holdings position as of Q3 2021 after selling out during the quarter.
  • Marshall Wace North America sold 116,953 UWM Holdings shares in Q3 2021, an estimated $988K.
  • Marshall Wace North America first reported a position in UWM Holdings in Q4 2020 and held it in 2 quarters.
  • Marshall Wace North America's UWM Holdings position peaked at $1.73M in Q4 2020.
  • 137 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.