PC
UHG

Periscope Capital’s United Homes Group UHG Stock Holding History

Periscope Capital’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-621,500
Closed -$6.25M – 801
2022
Q4 		$6.25M Buy
621,500
+118,700
+24% +$1.18M 0.27% 138
2022
Q3 		$4.95M Buy
502,800
+24,800
+5% +$244K 0.14% 283
2022
Q2 		$4.7M Buy
478,000
+400
+0.1% +$3.92K 0.13% 335
2022
Q1 		$4.68M Buy
477,600
+85,751
+22% +$837K 0.12% 345
2021
Q4 		$3.82M Buy
391,849
+341,800
+683% +$3.33M 0.1% 380
2021
Q3 		$486K Hold
50,049
– – 0.01% 588
2021
Q2 		$485K Hold
50,049
– – 0.02% 537
2021
Q1 		$489K Buy
+50,049
New +$488K 0.02% 432

Other funds holding UHG

AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Periscope Capital's UHG Position: Q1 2023 in Review

Periscope Capital sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 621,500 shares — an estimated $6.25M sold.

Periscope Capital first reported a position in UHG in Q1 2021 and held it in 8 quarters. The position peaked at $6.25M in Q4 2022. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • Periscope Capital reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • Periscope Capital sold 621,500 United Homes Group shares in Q1 2023, an estimated $6.25M.
  • Periscope Capital first reported a position in United Homes Group in Q1 2021 and held it in 8 quarters.
  • Periscope Capital's United Homes Group position peaked at $6.25M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on Periscope Capital's 13F filing for Q1 2023, filed 12 May 2023.