SGM
UHG

Seven Grand Managers’s United Homes Group UHG Stock Holding History

Seven Grand Managers’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
Q1 		– Sell
-42,584
Closed -$180K – 50
2024
Q4 		$180K Buy
+42,584
New +$236K 0.08% 37

Other funds holding UHG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return

Seven Grand Managers's UHG Position: Q1 2025 in Review

Seven Grand Managers sold out of United Homes Group (UHG) in Q1 2025, closing a stake of 42,584 shares — an estimated $180K sold.

Seven Grand Managers first reported a position in UHG in Q4 2024 and held it in 1 quarter. The position peaked at $180K in Q4 2024. 52 funds tracked by Wall St. Rank hold UHG as of Q1 2025.

  • Seven Grand Managers reported no remaining United Homes Group position as of Q1 2025 after selling out during the quarter.
  • Seven Grand Managers sold 42,584 United Homes Group shares in Q1 2025, an estimated $180K.
  • Seven Grand Managers first reported a position in United Homes Group in Q4 2024 and held it in 1 quarter.
  • Seven Grand Managers's United Homes Group position peaked at $180K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held United Homes Group as of Q1 2025.

Based on Seven Grand Managers's 13F filing for Q1 2025, filed 13 May 2025.