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Paragon Capital Management (Utah)’s UWM Holdings UWMC Stock Holding History

Paragon Capital Management (Utah)’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
2023
Q3 		– Sell
-215,394
Closed -$1.21M – 78
2023
Q2 		$1.21M Buy
+215,394
New +$1.16M 1.02% 39

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Paragon Capital Management (Utah)'s UWMC Position: Q3 2023 in Review

Paragon Capital Management (Utah) sold out of UWM Holdings (UWMC) in Q3 2023, closing a stake of 215,394 shares — an estimated $1.21M sold.

Paragon Capital Management (Utah) first reported a position in UWMC in Q2 2023 and held it in 1 quarter. The position peaked at $1.21M in Q2 2023. 165 funds tracked by Wall St. Rank hold UWMC as of Q3 2023.

  • Paragon Capital Management (Utah) reported no remaining UWM Holdings position as of Q3 2023 after selling out during the quarter.
  • Paragon Capital Management (Utah) sold 215,394 UWM Holdings shares in Q3 2023, an estimated $1.21M.
  • Paragon Capital Management (Utah) first reported a position in UWM Holdings in Q2 2023 and held it in 1 quarter.
  • Paragon Capital Management (Utah)'s UWM Holdings position peaked at $1.21M in Q2 2023.
  • 165 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2023.

Based on Paragon Capital Management (Utah)'s 13F filing for Q3 2023, filed 26 Sep 2024.