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OTA Financial Group’s UWM Holdings UWMC Stock Holding History

OTA 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
Q1 		– Sell
-240,700
Closed -$3.16M – 81
2020
Q4 		$3.16M Buy
+240,700
New +$2.52M 2.09% 9

Other funds holding UWMC

KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OTA Financial Group's UWMC Position: Q1 2021 in Review

OTA Financial Group sold out of UWM Holdings (UWMC) in Q1 2021, closing a stake of 240,700 shares — an estimated $3.16M sold.

OTA Financial Group first reported a position in UWMC in Q4 2020 and held it in 1 quarter. The position peaked at $3.16M in Q4 2020. 97 funds tracked by Wall St. Rank hold UWMC as of Q1 2021.

  • OTA Financial Group reported no remaining UWM Holdings position as of Q1 2021 after selling out during the quarter.
  • OTA Financial Group sold 240,700 UWM Holdings shares in Q1 2021, an estimated $3.16M.
  • OTA Financial Group first reported a position in UWM Holdings in Q4 2020 and held it in 1 quarter.
  • OTA Financial Group's UWM Holdings position peaked at $3.16M in Q4 2020.
  • 97 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2021.

Based on OTA Financial Group's 13F filing for Q1 2021, filed 14 Apr 2021.