RDWM
UHG

Red Door Wealth Management’s United Homes Group UHG Stock Holding History

Red Door Wealth Management’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
2024
Q3 		– Sell
-13,076
Closed -$74.4K – 222
2024
Q2 		$74.4K Hold
13,076
– – 0.01% 193
2024
Q1 		$91.4K Hold
13,076
– – 0.02% 191
2023
Q4 		$110K Buy
13,076
+288
+2% +$2.01K 0.02% 194
2023
Q3 		$71.6K Buy
+12,788
New +$114K 0.02% 175

Other funds holding UHG

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIP
Stoneridge Investment Partners Radnor, Pennsylvania $152M AUM 20.58% 1-Year Est. Return

Red Door Wealth Management's UHG Position: Q3 2024 in Review

Red Door Wealth Management sold out of United Homes Group (UHG) in Q3 2024, closing a stake of 13,076 shares — an estimated $74.4K sold.

Red Door Wealth Management first reported a position in UHG in Q3 2023 and held it in 4 quarters. The position peaked at $110K in Q4 2023. 44 funds tracked by Wall St. Rank hold UHG as of Q3 2024.

  • Red Door Wealth Management reported no remaining United Homes Group position as of Q3 2024 after selling out during the quarter.
  • Red Door Wealth Management sold 13,076 United Homes Group shares in Q3 2024, an estimated $74.4K.
  • Red Door Wealth Management first reported a position in United Homes Group in Q3 2023 and held it in 4 quarters.
  • Red Door Wealth Management's United Homes Group position peaked at $110K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held United Homes Group as of Q3 2024.

Based on Red Door Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.