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Occudo Quantitative Strategies’s UWM Holdings UWMC Stock Holding History

Occudo Quantitative Strategies’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
-33,837
Closed -$288K – 973
2024
Q3 		$288K Buy
+33,837
New +$285K 0.05% 469
2024
Q1 		– Sell
-119,067
Closed -$851K – 1045
2023
Q4 		$851K Buy
119,067
+46,669
+64% +$263K 0.12% 250
2023
Q3 		$351K Sell
72,398
-1,431
-2% -$8.24K 0.05% 610
2023
Q2 		$413K Sell
73,829
-2,762
-4% -$14.9K 0.04% 617
2023
Q1 		$376K Sell
76,591
-187,869
-71% -$824K 0.03% 594
2022
Q4 		$875K Buy
+264,460
New +$991K 0.1% 323

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

Occudo Quantitative Strategies's UWMC Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of UWM Holdings (UWMC) in Q4 2024, closing a stake of 33,837 shares — an estimated $288K sold.

Occudo Quantitative Strategies first reported a position in UWMC in Q4 2022 and held it in 6 quarters. The position peaked at $875K in Q4 2022. 225 funds tracked by Wall St. Rank hold UWMC as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining UWM Holdings position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 33,837 UWM Holdings shares in Q4 2024, an estimated $288K.
  • Occudo Quantitative Strategies first reported a position in UWM Holdings in Q4 2022 and held it in 6 quarters.
  • Occudo Quantitative Strategies's UWM Holdings position peaked at $875K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.