Truist Financial
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Truist Financial’s UWM Holdings UWMC Stock Holding History

Truist Financial’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
2024
Q3 		– Sell
-20,070
Closed -$139K – 2739
2024
Q2 		$139K Sell
20,070
-5,591
-22% -$38.4K ﹤0.01% 2564
2024
Q1 		$186K Sell
25,661
-156,326
-86% -$1.05M ﹤0.01% 2500
2023
Q4 		$1.3M Sell
181,987
-93,938
-34% -$530K ﹤0.01% 1477
2023
Q3 		$1.34M Sell
275,925
-76,650
-22% -$442K ﹤0.01% 1435
2023
Q2 		$1.97M Buy
352,575
+330,975
+1,532% +$1.78M ﹤0.01% 1273
2023
Q1 		$106K Buy
21,600
+1,900
+10% +$8.33K ﹤0.01% 2502
2022
Q4 		$65.2K Buy
19,700
+1,650
+9% +$6.18K ﹤0.01% 2508
2022
Q3 		$53K Hold
18,050
– – ﹤0.01% 2466
2022
Q2 		$64K Sell
18,050
-12,177
-40% -$46.7K ﹤0.01% 2570
2022
Q1 		$137K Buy
30,227
+3,516
+13% +$17K ﹤0.01% 2587
2021
Q4 		$158K Sell
26,711
-20,139
-43% -$136K ﹤0.01% 2634
2021
Q3 		$326K Buy
46,850
+8,625
+23% +$64.2K ﹤0.01% 2286
2021
Q2 		$323K Buy
+38,225
New +$320K ﹤0.01% 2327

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial's UWMC Position: Q3 2024 in Review

Truist Financial sold out of UWM Holdings (UWMC) in Q3 2024, closing a stake of 20,070 shares — an estimated $139K sold.

Truist Financial first reported a position in UWMC in Q2 2021 and held it in 13 quarters. The position peaked at $1.97M in Q2 2023. 219 funds tracked by Wall St. Rank hold UWMC as of Q3 2024.

  • Truist Financial reported no remaining UWM Holdings position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 20,070 UWM Holdings shares in Q3 2024, an estimated $139K.
  • Truist Financial first reported a position in UWM Holdings in Q2 2021 and held it in 13 quarters.
  • Truist Financial's UWM Holdings position peaked at $1.97M in Q2 2023.
  • 219 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.