OFG
UHG

OTA Financial Group’s United Homes Group UHG Stock Holding History

OTA Financial Group’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,863
Closed -$240K – 73
2022
Q4 		$240K Hold
23,863
– – 0.24% 62
2022
Q3 		$235K Buy
+23,863
New +$235K 0.2% 86

Other funds holding UHG

AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OTA Financial Group's UHG Position: Q1 2023 in Review

OTA Financial Group sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 23,863 shares — an estimated $240K sold.

OTA Financial Group first reported a position in UHG in Q3 2022 and held it in 2 quarters. The position peaked at $240K in Q4 2022. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • OTA Financial Group reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • OTA Financial Group sold 23,863 United Homes Group shares in Q1 2023, an estimated $240K.
  • OTA Financial Group first reported a position in United Homes Group in Q3 2022 and held it in 2 quarters.
  • OTA Financial Group's United Homes Group position peaked at $240K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.