Trust Company of Vermont’s UWM Holdings UWMC Stock Holding History

Trust Company of Vermont’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	-190	Closed	-$1.32K	–	1111
2024 Q2	$1.32K	Hold	190	–	–	﹤0.01%	822
2024 Q1	$1.38K	Hold	190	–	–	﹤0.01%	798
2023 Q4	$1.36K	Hold	190	–	–	﹤0.01%	710
2023 Q3	$922	Hold	190	–	–	﹤0.01%	775
2023 Q2	$1.06K	Hold	190	–	–	﹤0.01%	784
2023 Q1	$933	Hold	190	–	–	﹤0.01%	830
2022 Q4	$629	Sell	190 -570	-75%	-$2.14K	﹤0.01%	830
2022 Q3	$2K	Hold	760	–	–	﹤0.01%	933
2022 Q2	$3K	Buy	+760	New	+$2.91K	﹤0.01%	842
2022 Q1	–	Sell	-760	Closed	-$4K	–	719
2021 Q4	$4K	Buy	+760	New	+$5.13K	﹤0.01%	742
2021 Q3	–	Sell	-284	Closed	-$2K	–	691
2021 Q2	$2K	Buy	284 +42	+17%	+$352	﹤0.01%	756
2021 Q1	$2K	Buy	+242	New	+$2.35K	﹤0.01%	725

Other funds holding UWMC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trust Company of Vermont's UWMC Position: Q3 2024 in Review

Trust Company of Vermont sold out of UWM Holdings (UWMC) in Q3 2024, closing a stake of 190 shares — an estimated $1.32K sold.

Trust Company of Vermont first reported a position in UWMC in Q1 2021 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 219 funds tracked by Wall St. Rank hold UWMC as of Q3 2024.

Trust Company of Vermont reported no remaining UWM Holdings position as of Q3 2024 after selling out during the quarter.
Trust Company of Vermont sold 190 UWM Holdings shares in Q3 2024, an estimated $1.32K.
Trust Company of Vermont first reported a position in UWM Holdings in Q1 2021 and held it in 12 quarters.
Trust Company of Vermont's UWM Holdings position peaked at $4K in Q4 2021.
219 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2024.

Based on Trust Company of Vermont's 13F filing for Q3 2024, filed 16 Oct 2024.