SEI Investments’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Buy |
46,780
+32,162
| +220% | +$133K | ﹤0.01% | 2576 |
|
|
2025
Q1 | $79.8K | Buy |
14,618
+569
| +4% | +$3.11K | ﹤0.01% | 2636 |
|
|
2024
Q4 | $82.5K | Buy |
+14,049
| New | +$82.5K | ﹤0.01% | 2611 |
|
|
2024
Q3 | – | Sell |
-31,085
| Closed | -$215K | – | 2770 |
|
|
2024
Q2 | $215K | Sell |
31,085
-13,452
| -30% | -$93.2K | ﹤0.01% | 2432 |
|
|
2024
Q1 | $323K | Sell |
44,537
-24,584
| -36% | -$178K | ﹤0.01% | 2274 |
|
|
2023
Q4 | $494K | Sell |
69,121
-17,138
| -20% | -$123K | ﹤0.01% | 2115 |
|
|
2023
Q3 | $418K | Sell |
86,259
-94,237
| -52% | -$457K | ﹤0.01% | 2183 |
|
|
2023
Q2 | $1.01M | Buy |
180,496
+162,560
| +906% | +$910K | ﹤0.01% | 1875 |
|
|
2023
Q1 | $88.1K | Buy |
+17,936
| New | +$88.1K | ﹤0.01% | 2588 |
|