Truvestments Capital’s UWM Holdings UWMC Stock Holding History

Truvestments Capital’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
2025 Q1	–	Sell	-130	Closed	-$764	–	1159
2024 Q4	$764	Buy	+130	New	+$846	﹤0.01%	935

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Truvestments Capital's UWMC Position: Q1 2025 in Review

Truvestments Capital sold out of UWM Holdings (UWMC) in Q1 2025, closing a stake of 130 shares — an estimated $764 sold.

Truvestments Capital first reported a position in UWMC in Q4 2024 and held it in 1 quarter. The position peaked at $764 in Q4 2024. 241 funds tracked by Wall St. Rank hold UWMC as of Q1 2025.

Truvestments Capital reported no remaining UWM Holdings position as of Q1 2025 after selling out during the quarter.
Truvestments Capital sold 130 UWM Holdings shares in Q1 2025, an estimated $764.
Truvestments Capital first reported a position in UWM Holdings in Q4 2024 and held it in 1 quarter.
Truvestments Capital's UWM Holdings position peaked at $764 in Q4 2024.
241 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.