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Simplicity Solutions’s UWM Holdings UWMC Stock Holding History

Simplicity Solutions’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
Q4 		$183K Buy
25,603
+350
+1% +$1.98K 0.01% 980
2023
Q3 		$122K Sell
25,253
-2,976
-11% -$17.1K ﹤0.01% 930
2023
Q2 		$158K Buy
28,229
+13,226
+88% +$71.2K ﹤0.01% 982
2023
Q1 		$73.7K Buy
+15,003
New +$65.8K ﹤0.01% 1077

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's UWMC Position: Q4 2023 in Review

Simplicity Solutions increased its UWM Holdings (UWMC) stake by 1.4% in Q4 2023, buying an estimated $1.98K and bringing the position to 25,603 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #980.

Simplicity Solutions first reported a position in UWMC in Q1 2023 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold UWMC as of Q4 2023.

  • Simplicity Solutions held 25,603 shares of UWM Holdings worth $183K as of Q4 2023.
  • Simplicity Solutions bought 350 UWM Holdings shares in Q4 2023, an estimated $1.98K.
  • UWM Holdings made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #980 holding.
  • Simplicity Solutions first reported a position in UWM Holdings in Q1 2023 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.