TCW Group’s UWM Holdings UWMC Stock Holding History

TCW 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
2023 Q2	–	Sell	-113,889	Closed	-$559K	–	318
2023 Q1	$559K	Buy	113,889 +12,805	+13%	+$56.2K	0.01%	283
2022 Q4	$335K	Buy	+101,084	New	+$379K	﹤0.01%	299

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCW Group's UWMC Position: Q2 2023 in Review

TCW Group sold out of UWM Holdings (UWMC) in Q2 2023, closing a stake of 113,889 shares — an estimated $559K sold.

TCW Group first reported a position in UWMC in Q4 2022 and held it in 2 quarters. The position peaked at $559K in Q1 2023. 160 funds tracked by Wall St. Rank hold UWMC as of Q2 2023.

TCW Group reported no remaining UWM Holdings position as of Q2 2023 after selling out during the quarter.
TCW Group sold 113,889 UWM Holdings shares in Q2 2023, an estimated $559K.
TCW Group first reported a position in UWM Holdings in Q4 2022 and held it in 2 quarters.
TCW Group's UWM Holdings position peaked at $559K in Q1 2023.
160 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2023.

Based on TCW Group's 13F filing for Q2 2023, filed 14 Aug 2023.