RhumbLine Advisers’s United Homes Group UHG Stock Holding History

RhumbLine Advisers’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
2025 Q2	–	Sell	-7,502	Closed	-$21K	–	4266
2025 Q1	$21K	Sell	7,502 -19,094	-72%	-$73.9K	﹤0.01%	3729
2024 Q4	$112K	Buy	26,596 +21,597	+432%	+$120K	﹤0.01%	3444
2024 Q3	$30.7K	Sell	4,999 -982	-16%	-$5.83K	﹤0.01%	3755
2024 Q2	$34K	Sell	5,981 -419	-7%	-$2.62K	﹤0.01%	3777
2024 Q1	$44.7K	Buy	6,400 +268	+4%	+$2K	﹤0.01%	3651
2023 Q4	$51.7K	Sell	6,132 -170	-3%	-$1.18K	﹤0.01%	3624
2023 Q3	$35.3K	Buy	6,302 +244	+4%	+$2.17K	﹤0.01%	3708
2023 Q2	$67.6K	Buy	+6,058	New	+$71.3K	﹤0.01%	3621

Other funds holding UHG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

RhumbLine Advisers's UHG Position: Q2 2025 in Review

RhumbLine Advisers sold out of United Homes Group (UHG) in Q2 2025, closing a stake of 7,502 shares — an estimated $21K sold.

RhumbLine Advisers first reported a position in UHG in Q2 2023 and held it in 8 quarters. The position peaked at $112K in Q4 2024. 51 funds tracked by Wall St. Rank hold UHG as of Q2 2025.

RhumbLine Advisers reported no remaining United Homes Group position as of Q2 2025 after selling out during the quarter.
RhumbLine Advisers sold 7,502 United Homes Group shares in Q2 2025, an estimated $21K.
RhumbLine Advisers first reported a position in United Homes Group in Q2 2023 and held it in 8 quarters.
RhumbLine Advisers's United Homes Group position peaked at $112K in Q4 2024.
51 funds tracked by Wall St. Rank held United Homes Group as of Q2 2025.

Based on RhumbLine Advisers's 13F filing for Q2 2025, filed 12 Aug 2025.