Painted Porch Advisors’s UWM Holdings UWMC Stock Holding History

Painted Porch Advisors’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	-115	Closed	-$980	–	527
2024 Q3	$980	Buy	+115	New	+$969	﹤0.01%	372

Other funds holding UWMC

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Painted Porch Advisors's UWMC Position: Q4 2024 in Review

Painted Porch Advisors sold out of UWM Holdings (UWMC) in Q4 2024, closing a stake of 115 shares — an estimated $980 sold.

Painted Porch Advisors first reported a position in UWMC in Q3 2024 and held it in 1 quarter. The position peaked at $980 in Q3 2024. 225 funds tracked by Wall St. Rank hold UWMC as of Q4 2024.

Painted Porch Advisors reported no remaining UWM Holdings position as of Q4 2024 after selling out during the quarter.
Painted Porch Advisors sold 115 UWM Holdings shares in Q4 2024, an estimated $980.
Painted Porch Advisors first reported a position in UWM Holdings in Q3 2024 and held it in 1 quarter.
Painted Porch Advisors's UWM Holdings position peaked at $980 in Q3 2024.
225 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2024.

Based on Painted Porch Advisors's 13F filing for Q4 2024, filed 14 Jul 2025.