Oracle Alpha’s UWM Holdings UWMC Stock Holding History

Oracle Alpha’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 Q1	$252K	Buy	34,750 +18,012	+108%	+$122K	0.45%	111
2023 Q4	$120K	Buy	+16,738	New	+$94.5K	0.15%	228

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Oracle Alpha's UWMC Position: Q1 2024 in Review

Oracle Alpha increased its UWM Holdings (UWMC) stake by 108% in Q1 2024, buying an estimated $122K and bringing the position to 34,750 shares worth $252K. The position accounts for 0.45% of the portfolio, ranked #111.

Oracle Alpha first reported a position in UWMC in Q4 2023 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold UWMC as of Q1 2024.

Oracle Alpha held 34,750 shares of UWM Holdings worth $252K as of Q1 2024.
Oracle Alpha bought 18,012 UWM Holdings shares in Q1 2024, an estimated $122K.
UWM Holdings made up 0.45% of Oracle Alpha's portfolio in Q1 2024, its #111 holding.
Oracle Alpha first reported a position in UWM Holdings in Q4 2023 and has held it in 2 quarters since.
184 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.