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Summit Securities Group’s UWM Holdings UWMC Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-8,808
Closed -$53.6K – 1306
2025
Q3 		$53.6K Buy
+8,808
New +$46.2K 0.02% 548
2024
Q1 		– Sell
-900
Closed -$6K – 979
2023
Q4 		$6K Sell
900
-2,500
-74% -$14.1K ﹤0.01% 552
2023
Q3 		$16K Sell
3,400
-100
-3% -$576 0.01% 384
2023
Q2 		$20K Sell
3,500
-5,700
-62% -$30.7K 0.01% 638
2023
Q1 		$45K Sell
9,200
-8,100
-47% -$35.5K 0.01% 449
2022
Q4 		$57K Sell
17,300
-22,900
-57% -$85.8K 0.01% 695
2022
Q3 		$118K Hold
40,200
– – 0.02% 500
2022
Q2 		$142K Hold
40,200
– – 0.05% 354
2022
Q1 		$182K Sell
40,200
-2,800
-7% -$13.5K 0.05% 400
2021
Q4 		$255K Buy
43,000
+7,300
+20% +$49.3K 0.02% 538
2021
Q3 		$248K Buy
+35,700
New +$266K 0.05% 585
2021
Q2 		– Hold
0
– – – 986
2021
Q1 		– Hold
0
– – – 861

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
6CM
683 Capital Management New York $1.08B AUM 85.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return