SageView Advisory Group’s UWM Holdings UWMC Stock Holding History

SageView Advisory Group’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 Q2	–	Sell	-7,607	Closed	-$408K	–	778
2024 Q1	$408K	Buy	+7,607	New	+$51.3K	0.02%	356

Other funds holding UWMC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

SageView Advisory Group's UWMC Position: Q2 2024 in Review

SageView Advisory Group sold out of UWM Holdings (UWMC) in Q2 2024, closing a stake of 7,607 shares — an estimated $408K sold.

SageView Advisory Group first reported a position in UWMC in Q1 2024 and held it in 1 quarter. The position peaked at $408K in Q1 2024. 192 funds tracked by Wall St. Rank hold UWMC as of Q2 2024.

SageView Advisory Group reported no remaining UWM Holdings position as of Q2 2024 after selling out during the quarter.
SageView Advisory Group sold 7,607 UWM Holdings shares in Q2 2024, an estimated $408K.
SageView Advisory Group first reported a position in UWM Holdings in Q1 2024 and held it in 1 quarter.
SageView Advisory Group's UWM Holdings position peaked at $408K in Q1 2024.
192 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.