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Martingale Asset Management’s UWM Holdings UWMC Stock Holding History

Martingale Asset Management’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
2023
Q2 		– Sell
-14,900
Closed -$73.2K – 878
2023
Q1 		$73.2K Sell
14,900
-2,600
-15% -$11.4K ﹤0.01% 810
2022
Q4 		$57.9K Sell
17,500
-500
-3% -$1.87K ﹤0.01% 822
2022
Q3 		$53K Sell
18,000
-500
-3% -$1.84K ﹤0.01% 815
2022
Q2 		$66K Sell
18,500
-2,100
-10% -$8.05K ﹤0.01% 833
2022
Q1 		$94K Sell
20,600
-16,400
-44% -$79.2K ﹤0.01% 794
2021
Q4 		$220K Buy
+37,000
New +$250K ﹤0.01% 788

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Martingale Asset Management's UWMC Position: Q2 2023 in Review

Martingale Asset Management sold out of UWM Holdings (UWMC) in Q2 2023, closing a stake of 14,900 shares — an estimated $73.2K sold.

Martingale Asset Management first reported a position in UWMC in Q4 2021 and held it in 6 quarters. The position peaked at $220K in Q4 2021. 160 funds tracked by Wall St. Rank hold UWMC as of Q2 2023.

  • Martingale Asset Management reported no remaining UWM Holdings position as of Q2 2023 after selling out during the quarter.
  • Martingale Asset Management sold 14,900 UWM Holdings shares in Q2 2023, an estimated $73.2K.
  • Martingale Asset Management first reported a position in UWM Holdings in Q4 2021 and held it in 6 quarters.
  • Martingale Asset Management's UWM Holdings position peaked at $220K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2023.

Based on Martingale Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.