S
UHG

SignatureFD’s United Homes Group UHG Stock Holding History

SignatureFD’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
2024
Q3 		– Sell
-1,000
Closed -$5.69K – 3322
2024
Q2 		$5.69K Hold
1,000
– – ﹤0.01% 2466
2024
Q1 		$6.99K Hold
1,000
– – ﹤0.01% 2439
2023
Q4 		$8.43K Buy
+1,000
New +$6.97K ﹤0.01% 2330

Other funds holding UHG

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIP
Stoneridge Investment Partners Radnor, Pennsylvania $138M AUM 7.66% 1-Year Est. Return

SignatureFD's UHG Position: Q3 2024 in Review

SignatureFD sold out of United Homes Group (UHG) in Q3 2024, closing a stake of 1,000 shares — an estimated $5.69K sold.

SignatureFD first reported a position in UHG in Q4 2023 and held it in 3 quarters. The position peaked at $8.43K in Q4 2023. 44 funds tracked by Wall St. Rank hold UHG as of Q3 2024.

  • SignatureFD reported no remaining United Homes Group position as of Q3 2024 after selling out during the quarter.
  • SignatureFD sold 1,000 United Homes Group shares in Q3 2024, an estimated $5.69K.
  • SignatureFD first reported a position in United Homes Group in Q4 2023 and held it in 3 quarters.
  • SignatureFD's United Homes Group position peaked at $8.43K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held United Homes Group as of Q3 2024.

Based on SignatureFD's 13F filing for Q3 2024, filed 21 Oct 2024.