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Parametric Portfolio Associates’s UWM Holdings UWMC Stock Holding History

Parametric Portfolio Associates’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 		$2.62M Buy
578,931
+78,338
+16% +$378K ﹤0.01% 2273
2021
Q4 		$2.96M Buy
500,593
+130,773
+35% +$883K ﹤0.01% 2203
2021
Q3 		$2.57M Buy
369,820
+341,388
+1,201% +$2.54M ﹤0.01% 2295
2021
Q2 		$240K Buy
+28,432
New +$238K ﹤0.01% 3345

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 $1.24B AUM 137.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Parametric Portfolio Associates's UWMC Position: Q1 2022 in Review

Parametric Portfolio Associates increased its UWM Holdings (UWMC) stake by 16% in Q1 2022, buying an estimated $378K and bringing the position to 578,931 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

Parametric Portfolio Associates first reported a position in UWMC in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.96M in Q4 2021. 146 funds tracked by Wall St. Rank hold UWMC as of Q1 2022.

  • Parametric Portfolio Associates held 578,931 shares of UWM Holdings worth $2.62M as of Q1 2022.
  • Parametric Portfolio Associates bought 78,338 UWM Holdings shares in Q1 2022, an estimated $378K.
  • UWM Holdings made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2273 holding.
  • Parametric Portfolio Associates first reported a position in UWM Holdings in Q2 2021 and has held it in 4 quarters since.
  • Parametric Portfolio Associates's UWM Holdings position peaked at $2.96M in Q4 2021.
  • 146 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.