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Paloma Partners’s UWM Holdings UWMC Stock Holding History

Paloma Partners’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
2022
Q1 		– Sell
-122,239
Closed -$724K – 2253
2021
Q4 		$724K Buy
+122,239
New +$825K 0.01% 908
2021
Q3 		– Sell
-19,144
Closed -$162K – 1902
2021
Q2 		$162K Buy
+19,144
New +$160K ﹤0.01% 1587

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paloma Partners's UWMC Position: Q1 2022 in Review

Paloma Partners sold out of UWM Holdings (UWMC) in Q1 2022, closing a stake of 122,239 shares — an estimated $724K sold.

Paloma Partners first reported a position in UWMC in Q2 2021 and held it in 2 quarters. The position peaked at $724K in Q4 2021. 146 funds tracked by Wall St. Rank hold UWMC as of Q1 2022.

  • Paloma Partners reported no remaining UWM Holdings position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 122,239 UWM Holdings shares in Q1 2022, an estimated $724K.
  • Paloma Partners first reported a position in UWM Holdings in Q2 2021 and held it in 2 quarters.
  • Paloma Partners's UWM Holdings position peaked at $724K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.