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Phoenix Financial’s UWM Holdings UWMC Stock Holding History

Phoenix Financial’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
2021
Q2 		– Sell
-2,500,000
Closed -$18.6M – 415
2021
Q1 		$18.6M Hold
2,500,000
– – 0.42% 75
2020
Q4 		$31.5M Buy
2,500,000
+2,104,207
+532% +$22M 0.84% 40
2020
Q3 		$3.45M Buy
+395,793
New +$4.17M 0.14% 117

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phoenix Financial's UWMC Position: Q2 2021 in Review

Phoenix Financial sold out of UWM Holdings (UWMC) in Q2 2021, closing a stake of 2,500,000 shares — an estimated $18.6M sold.

Phoenix Financial first reported a position in UWMC in Q3 2020 and held it in 3 quarters. The position peaked at $31.5M in Q4 2020. 141 funds tracked by Wall St. Rank hold UWMC as of Q2 2021.

  • Phoenix Financial reported no remaining UWM Holdings position as of Q2 2021 after selling out during the quarter.
  • Phoenix Financial sold 2,500,000 UWM Holdings shares in Q2 2021, an estimated $18.6M.
  • Phoenix Financial first reported a position in UWM Holdings in Q3 2020 and held it in 3 quarters.
  • Phoenix Financial's UWM Holdings position peaked at $31.5M in Q4 2020.
  • 141 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2021.

Based on Phoenix Financial's 13F filing for Q2 2021, filed 10 Aug 2021.