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SG3 Management’s UWM Holdings UWMC Stock Holding History

SG3 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
2023
Q1 		– Sell
-44,400
Closed -$147K – 170
2022
Q4 		$147K Hold
44,400
– – 0.02% 172
2022
Q3 		$130K Hold
44,400
– – 0.02% 216
2022
Q2 		$157K Hold
44,400
– – 0.02% 296
2022
Q1 		$201K Sell
44,400
-12,500
-22% -$60.3K 0.01% 765
2021
Q4 		$337K Sell
56,900
-207,800
-79% -$1.4M 0.01% 722
2021
Q3 		$1.84M Sell
264,700
-1,384,600
-84% -$10.3M 0.06% 324
2021
Q2 		$13.9M Buy
1,649,300
+1,549,300
+1,549% +$13M 0.49% 35
2021
Q1 		$793K Sell
100,000
-180,500
-64% -$1.75M 0.02% 663
2020
Q4 		$3.68M Buy
+280,500
New +$2.93M 0.07% 247

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

SG3 Management's UWMC Position: Q1 2022 in Review

SG3 Management sold out of UWM Holdings (UWMC) in Q1 2022, closing a stake of 305,000 shares — an estimated $1.47M sold.

SG3 Management first reported a position in UWMC in Q4 2021 and held it in 1 quarter. The position peaked at $1.81M in Q4 2021. 146 funds tracked by Wall St. Rank hold UWMC as of Q1 2022.

  • SG3 Management reported no remaining UWM Holdings position as of Q1 2022 after selling out during the quarter.
  • SG3 Management sold 305,000 UWM Holdings shares in Q1 2022, an estimated $1.47M.
  • SG3 Management first reported a position in UWM Holdings in Q4 2021 and held it in 1 quarter.
  • SG3 Management's UWM Holdings position peaked at $1.81M in Q4 2021.
  • 146 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2022.

Based on SG3 Management's 13F filing for Q1 2022, filed 16 May 2022.