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Vident Investment Advisory’s UWM Holdings UWMC Stock Holding History

Vident Investment Advisory’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
2023
Q3 		– Sell
-27,117
Closed -$152K – 1020
2023
Q2 		$152K Buy
27,117
+1,970
+8% +$10.6K 0.01% 1097
2023
Q1 		$123K Buy
25,147
+13,365
+113% +$58.6K ﹤0.01% 1154
2022
Q4 		$39K Buy
+11,782
New +$44.2K ﹤0.01% 1159

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vident Investment Advisory's UWMC Position: Q3 2023 in Review

Vident Investment Advisory sold out of UWM Holdings (UWMC) in Q3 2023, closing a stake of 27,117 shares — an estimated $152K sold.

Vident Investment Advisory first reported a position in UWMC in Q4 2022 and held it in 3 quarters. The position peaked at $152K in Q2 2023. 165 funds tracked by Wall St. Rank hold UWMC as of Q3 2023.

  • Vident Investment Advisory reported no remaining UWM Holdings position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 27,117 UWM Holdings shares in Q3 2023, an estimated $152K.
  • Vident Investment Advisory first reported a position in UWM Holdings in Q4 2022 and held it in 3 quarters.
  • Vident Investment Advisory's UWM Holdings position peaked at $152K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.