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TrustCore Financial Services’s UWM Holdings UWMC Stock Holding History

TrustCore Financial Services’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
2022
Q3 		– Sell
-2,373
Closed -$8K – 1179
2022
Q2 		$8K Hold
2,373
– – ﹤0.01% 785
2022
Q1 		$11K Hold
2,373
– – ﹤0.01% 750
2021
Q4 		$14K Hold
2,373
– – ﹤0.01% 649
2021
Q3 		$16K Hold
2,373
– – ﹤0.01% 688
2021
Q2 		$20K Buy
+2,373
New +$19.9K ﹤0.01% 626

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

TrustCore Financial Services's UWMC Position: Q3 2022 in Review

TrustCore Financial Services sold out of UWM Holdings (UWMC) in Q3 2022, closing a stake of 2,373 shares — an estimated $8K sold.

TrustCore Financial Services first reported a position in UWMC in Q2 2021 and held it in 5 quarters. The position peaked at $20K in Q2 2021. 134 funds tracked by Wall St. Rank hold UWMC as of Q3 2022.

  • TrustCore Financial Services reported no remaining UWM Holdings position as of Q3 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 2,373 UWM Holdings shares in Q3 2022, an estimated $8K.
  • TrustCore Financial Services first reported a position in UWM Holdings in Q2 2021 and held it in 5 quarters.
  • TrustCore Financial Services's UWM Holdings position peaked at $20K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2022.

Based on TrustCore Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.