SEI Investments

SEI Investments’s UWM Holdings UWMC Stock Holding History

SEI Investments’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
2026 Q1	$76.9K	Sell	21,238 -155,267	-88%	-$715K	﹤0.01%	3133
2025 Q4	$773K	Buy	176,505 +46,333	+36%	+$249K	﹤0.01%	2304
2025 Q3	$793K	Buy	130,172 +83,392	+178%	+$437K	﹤0.01%	2057
2025 Q2	$194K	Buy	46,780 +32,162	+220%	+$141K	﹤0.01%	2576
2025 Q1	$79.8K	Buy	14,618 +569	+4%	+$3.46K	﹤0.01%	2636
2024 Q4	$82.5K	Buy	+14,049	New	+$91.4K	﹤0.01%	2611
2024 Q3	–	Sell	-31,085	Closed	-$215K	–	2770
2024 Q2	$215K	Sell	31,085 -13,452	-30%	-$92.4K	﹤0.01%	2432
2024 Q1	$323K	Sell	44,537 -24,584	-36%	-$166K	﹤0.01%	2274
2023 Q4	$494K	Sell	69,121 -17,138	-20%	-$96.7K	﹤0.01%	2115
2023 Q3	$418K	Sell	86,259 -94,237	-52%	-$543K	﹤0.01%	2183
2023 Q2	$1.01M	Buy	180,496 +162,560	+906%	+$875K	﹤0.01%	1875
2023 Q1	$88.1K	Buy	+17,936	New	+$78.7K	﹤0.01%	2588

Other funds holding UWMC

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return