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Next Financial Group’s UWM Holdings UWMC Stock Holding History

Next Financial Group’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
Q4 		$1K Hold
240
– – ﹤0.01% 2815
2021
Q3 		$2K Buy
+240
New +$1.79K ﹤0.01% 2531

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's UWMC Position: Q4 2021 in Review

Next Financial Group held its UWM Holdings (UWMC) position steady in Q4 2021 at 240 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Next Financial Group first reported a position in UWMC in Q3 2021 and has held it in 2 quarters since. The position peaked at $2K in Q3 2021. 158 funds tracked by Wall St. Rank hold UWMC as of Q4 2021.

  • Next Financial Group held 240 shares of UWM Holdings worth $1K as of Q4 2021.
  • Next Financial Group left its UWM Holdings share count unchanged in Q4 2021.
  • UWM Holdings made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2815 holding.
  • Next Financial Group first reported a position in UWM Holdings in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's UWM Holdings position peaked at $2K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.