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Tarbox Family Office’s UWM Holdings UWMC Stock Holding History

Tarbox Family Office’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
2021
Q2 		– Sell
-511
Closed -$4K – 1213
2021
Q1 		$4K Buy
+511
New +$4.96K ﹤0.01% 684

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tarbox Family Office's UWMC Position: Q2 2021 in Review

Tarbox Family Office sold out of UWM Holdings (UWMC) in Q2 2021, closing a stake of 511 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in UWMC in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 141 funds tracked by Wall St. Rank hold UWMC as of Q2 2021.

  • Tarbox Family Office reported no remaining UWM Holdings position as of Q2 2021 after selling out during the quarter.
  • Tarbox Family Office sold 511 UWM Holdings shares in Q2 2021, an estimated $4K.
  • Tarbox Family Office first reported a position in UWM Holdings in Q1 2021 and held it in 1 quarter.
  • Tarbox Family Office's UWM Holdings position peaked at $4K in Q1 2021.
  • 141 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.