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Simplicity Wealth’s UWM Holdings UWMC Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-28,977
Closed -$201K – 1171
2024
Q2 		$201K Sell
28,977
-1,238
-4% -$8.51K ﹤0.01% 1113
2024
Q1 		$219K Buy
+30,215
New +$204K 0.01% 1027

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplicity Wealth's UWMC Position: Q3 2024 in Review

Simplicity Wealth sold out of UWM Holdings (UWMC) in Q3 2024, closing a stake of 28,977 shares — an estimated $201K sold.

Simplicity Wealth first reported a position in UWMC in Q1 2024 and held it in 2 quarters. The position peaked at $219K in Q1 2024. 219 funds tracked by Wall St. Rank hold UWMC as of Q3 2024.

  • Simplicity Wealth reported no remaining UWM Holdings position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 28,977 UWM Holdings shares in Q3 2024, an estimated $201K.
  • Simplicity Wealth first reported a position in UWM Holdings in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's UWM Holdings position peaked at $219K in Q1 2024.
  • 219 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.