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Raymond James & Associates’s UWM Holdings UWMC Stock Holding History

Raymond James & 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
2024
Q3 		– Sell
-17,645
Closed -$122K – 4110
2024
Q2 		$122K Buy
17,645
+407
+2% +$2.8K ﹤0.01% 3702
2024
Q1 		$125K Sell
17,238
-1,902
-10% -$12.8K ﹤0.01% 3701
2023
Q4 		$137K Buy
19,140
+482
+3% +$2.72K ﹤0.01% 3598
2023
Q3 		$90.5K Buy
18,658
+785
+4% +$4.52K ﹤0.01% 3612
2023
Q2 		$100K Sell
17,873
-2,464
-12% -$13.3K ﹤0.01% 3631
2023
Q1 		$99.9K Buy
20,337
+213
+1% +$934 ﹤0.01% 3652
2022
Q4 		$66.6K Buy
20,124
+2,395
+14% +$8.97K ﹤0.01% 3694
2022
Q3 		$52K Sell
17,729
-4,597
-21% -$16.9K ﹤0.01% 3704
2022
Q2 		$79K Sell
22,326
-1,770
-7% -$6.78K ﹤0.01% 3728
2022
Q1 		$109K Buy
24,096
+2,142
+10% +$10.3K ﹤0.01% 3804
2021
Q4 		$130K Sell
21,954
-7,333
-25% -$49.5K ﹤0.01% 3813
2021
Q3 		$204K Sell
29,287
-6,925
-19% -$51.6K ﹤0.01% 3658
2021
Q2 		$306K Buy
36,212
+6,348
+21% +$53.1K ﹤0.01% 3421
2021
Q1 		$237K Sell
29,864
-13,886
-32% -$135K ﹤0.01% 3509
2020
Q4 		$574K Buy
+43,750
New +$458K ﹤0.01% 2714

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James & Associates's UWMC Position: Q3 2024 in Review

Raymond James & Associates sold out of UWM Holdings (UWMC) in Q3 2024, closing a stake of 17,645 shares — an estimated $122K sold.

Raymond James & Associates first reported a position in UWMC in Q4 2020 and held it in 15 quarters. The position peaked at $574K in Q4 2020. 219 funds tracked by Wall St. Rank hold UWMC as of Q3 2024.

  • Raymond James & Associates reported no remaining UWM Holdings position as of Q3 2024 after selling out during the quarter.
  • Raymond James & Associates sold 17,645 UWM Holdings shares in Q3 2024, an estimated $122K.
  • Raymond James & Associates first reported a position in UWM Holdings in Q4 2020 and held it in 15 quarters.
  • Raymond James & Associates's UWM Holdings position peaked at $574K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.