TD Asset Management
UHG

TD Asset Management’s United Homes Group UHG Stock Holding History

TD Asset Management’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100,000
Closed -$1.01M – 1463
2022
Q4 		$1.01M Hold
100,000
– – ﹤0.01% 1142
2022
Q3 		$988K Hold
100,000
– – ﹤0.01% 1183
2022
Q2 		$983K Hold
100,000
– – ﹤0.01% 1184
2022
Q1 		$980K Hold
100,000
– – ﹤0.01% 1236
2021
Q4 		$974K Hold
100,000
– – ﹤0.01% 1278
2021
Q3 		$973K Hold
100,000
– – ﹤0.01% 1260
2021
Q2 		$970K Buy
+100,000
New +$975K ﹤0.01% 1272

Other funds holding UHG

AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Asset Management's UHG Position: Q1 2023 in Review

TD Asset Management sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 100,000 shares — an estimated $1.01M sold.

TD Asset Management first reported a position in UHG in Q2 2021 and held it in 7 quarters. The position peaked at $1.01M in Q4 2022. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • TD Asset Management reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • TD Asset Management sold 100,000 United Homes Group shares in Q1 2023, an estimated $1.01M.
  • TD Asset Management first reported a position in United Homes Group in Q2 2021 and held it in 7 quarters.
  • TD Asset Management's United Homes Group position peaked at $1.01M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on TD Asset Management's 13F filing for Q1 2023, filed 10 May 2023.