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Oliver Lagore Vanvalin Investment Group’s UWM Holdings UWMC Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q2 		– Sell
-549
Closed -$3.98K – 817
2024
Q1 		$3.98K Buy
549
+206
+60% +$1.39K ﹤0.01% 541
2023
Q4 		$2.46K Buy
343
+6
+2% +$34 ﹤0.01% 616
2023
Q3 		$1.63K Sell
337
-1,759
-84% -$10.1K ﹤0.01% 714
2023
Q2 		$11.7K Buy
2,096
+39
+2% +$210 ﹤0.01% 442
2023
Q1 		$10.1K Buy
2,057
+57
+3% +$250 ﹤0.01% 385
2022
Q4 		$6.62K Buy
2,000
+200
+11% +$750 ﹤0.01% 427
2022
Q3 		$5K Buy
+1,800
New +$6.63K ﹤0.01% 438

Other funds holding UWMC

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
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Oliver Lagore Vanvalin Investment Group's UWMC Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of UWM Holdings (UWMC) in Q2 2024, closing a stake of 549 shares — an estimated $3.98K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in UWMC in Q3 2022 and held it in 7 quarters. The position peaked at $11.7K in Q2 2023. 192 funds tracked by Wall St. Rank hold UWMC as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining UWM Holdings position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 549 UWM Holdings shares in Q2 2024, an estimated $3.98K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in UWM Holdings in Q3 2022 and held it in 7 quarters.
  • Oliver Lagore Vanvalin Investment Group's UWM Holdings position peaked at $11.7K in Q2 2023.
  • 192 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.