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Meeder Asset Management’s UWM Holdings UWMC Stock Holding History

Meeder 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
2022
Q4 		– Sell
-60,925
Closed -$179K – 1959
2022
Q3 		$179K Buy
60,925
+24,176
+66% +$89K 0.01% 596
2022
Q2 		$130K Buy
36,749
+7,956
+28% +$30.5K 0.01% 684
2022
Q1 		$130K Buy
28,793
+27,386
+1,946% +$132K 0.01% 747
2021
Q4 		$8K Buy
1,407
+1,177
+512% +$7.94K ﹤0.01% 808
2021
Q3 		$2K Buy
+230
New +$1.71K ﹤0.01% 2233

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Meeder Asset Management's UWMC Position: Q4 2022 in Review

Meeder Asset Management sold out of UWM Holdings (UWMC) in Q4 2022, closing a stake of 60,925 shares — an estimated $179K sold.

Meeder Asset Management first reported a position in UWMC in Q3 2021 and held it in 5 quarters. The position peaked at $179K in Q3 2022. 154 funds tracked by Wall St. Rank hold UWMC as of Q4 2022.

  • Meeder Asset Management reported no remaining UWM Holdings position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 60,925 UWM Holdings shares in Q4 2022, an estimated $179K.
  • Meeder Asset Management first reported a position in UWM Holdings in Q3 2021 and held it in 5 quarters.
  • Meeder Asset Management's UWM Holdings position peaked at $179K in Q3 2022.
  • 154 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.