R.H. Bluestein & Co’s UWM Holdings UWMC Stock Holding History

R.H. Bluestein & Co’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 Q3	$57K	Sell	19,475 -1,575	-7%	-$5.8K	﹤0.01%	339
2022 Q2	$75K	Hold	21,050	–	–	﹤0.01%	353
2022 Q1	$95K	Hold	21,050	–	–	﹤0.01%	381
2021 Q4	$125K	Hold	21,050	–	–	﹤0.01%	404
2021 Q3	$146K	Buy	21,050 +2,150	+11%	+$16K	0.01%	411
2021 Q2	$160K	Buy	18,900 +2,400	+15%	+$20.1K	0.01%	422
2021 Q1	$131K	Buy	+16,500	New	+$160K	0.01%	404

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

R.H. Bluestein & Co's UWMC Position: Q3 2022 in Review

R.H. Bluestein & Co reduced its UWM Holdings (UWMC) stake by 7.5% in Q3 2022, selling an estimated $5.8K and leaving 19,475 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

R.H. Bluestein & Co first reported a position in UWMC in Q1 2021 and has held it in 7 quarters since. The position peaked at $160K in Q2 2021. 134 funds tracked by Wall St. Rank hold UWMC as of Q3 2022.

R.H. Bluestein & Co held 19,475 shares of UWM Holdings worth $57K as of Q3 2022.
R.H. Bluestein & Co sold 1,575 UWM Holdings shares in Q3 2022, an estimated $5.8K.
UWM Holdings made up ﹤0.01% of R.H. Bluestein & Co's portfolio in Q3 2022, its #339 holding.
R.H. Bluestein & Co first reported a position in UWM Holdings in Q1 2021 and has held it in 7 quarters since.
R.H. Bluestein & Co's UWM Holdings position peaked at $160K in Q2 2021.
134 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.