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Sterling Investment Advisors (Pennsylvania)’s UWM Holdings UWMC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-20
Closed – – 496
2022
Q2 		$0 Hold
20
– – ﹤0.01% 632
2022
Q1 		$0 Hold
20
– – ﹤0.01% 627
2021
Q4 		$0 Hold
20
– – ﹤0.01% 621
2021
Q3 		$0 Hold
20
– – ﹤0.01% 609
2021
Q2 		$0 Hold
20
– – ﹤0.01% 574
2021
Q1 		$0 Buy
+20
New +$194 ﹤0.01% 541

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s UWMC Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of UWM Holdings (UWMC) in Q3 2022, closing a stake of 20 shares.

Sterling Investment Advisors (Pennsylvania) first reported a position in UWMC in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 134 funds tracked by Wall St. Rank hold UWMC as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining UWM Holdings position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 20 UWM Holdings shares in Q3 2022.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in UWM Holdings in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s UWM Holdings position peaked at $0 in Q2 2022.
  • 134 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.