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Rockbridge Investment Management’s UWM Holdings UWMC Stock Holding History

Rockbridge Investment Management’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
Q4 		– Sell
-10,000
Closed -$70K – 827
2021
Q3 		$70K Hold
10,000
– – 0.01% 279
2021
Q2 		$85K Hold
10,000
– – 0.01% 248
2021
Q1 		$79K Buy
+10,000
New +$97K 0.01% 240

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockbridge Investment Management's UWMC Position: Q4 2021 in Review

Rockbridge Investment Management sold out of UWM Holdings (UWMC) in Q4 2021, closing a stake of 10,000 shares — an estimated $70K sold.

Rockbridge Investment Management first reported a position in UWMC in Q1 2021 and held it in 3 quarters. The position peaked at $85K in Q2 2021. 158 funds tracked by Wall St. Rank hold UWMC as of Q4 2021.

  • Rockbridge Investment Management reported no remaining UWM Holdings position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 10,000 UWM Holdings shares in Q4 2021, an estimated $70K.
  • Rockbridge Investment Management first reported a position in UWM Holdings in Q1 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's UWM Holdings position peaked at $85K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.