NICM
UWMC icon

Neo Ivy Capital Management’s UWM Holdings UWMC Stock Holding History

Neo Ivy Capital 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
2024
Q4 		– Sell
-79,814
Closed -$680K – 409
2024
Q3 		$680K Buy
+79,814
New +$673K 0.22% 174
2023
Q4 		$272K Buy
+37,981
New +$214K 0.61% 27
2023
Q3 		– Sell
-62,367
Closed -$349K – 461
2023
Q2 		$349K Buy
+62,367
New +$336K 0.18% 184
2022
Q2 		– Sell
-140,660
Closed -$638K – 624
2022
Q1 		$638K Buy
140,660
+96,127
+216% +$464K 0.58% 28
2021
Q4 		$264K Buy
+44,533
New +$301K 0.38% 99

Other funds holding UWMC

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Neo Ivy Capital Management's UWMC Position: Q4 2024 in Review

Neo Ivy Capital Management sold out of UWM Holdings (UWMC) in Q4 2024, closing a stake of 79,814 shares — an estimated $680K sold.

Neo Ivy Capital Management first reported a position in UWMC in Q4 2021 and held it in 5 quarters. The position peaked at $680K in Q3 2024. 225 funds tracked by Wall St. Rank hold UWMC as of Q4 2024.

  • Neo Ivy Capital Management reported no remaining UWM Holdings position as of Q4 2024 after selling out during the quarter.
  • Neo Ivy Capital Management sold 79,814 UWM Holdings shares in Q4 2024, an estimated $680K.
  • Neo Ivy Capital Management first reported a position in UWM Holdings in Q4 2021 and held it in 5 quarters.
  • Neo Ivy Capital Management's UWM Holdings position peaked at $680K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2024.

Based on Neo Ivy Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.