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Wealth Quarterback’s UWM Holdings UWMC Stock Holding History

Wealth Quarterback’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
2021
Q3 		$1K Buy
102
+1
+1% +$7 ﹤0.01% 819
2021
Q2 		$1K Buy
+101
New +$846 ﹤0.01% 830

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Quarterback's UWMC Position: Q3 2021 in Review

Wealth Quarterback increased its UWM Holdings (UWMC) stake by 0.99% in Q3 2021, buying an estimated $7 and bringing the position to 102 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Wealth Quarterback first reported a position in UWMC in Q2 2021 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold UWMC as of Q3 2021.

  • Wealth Quarterback held 102 shares of UWM Holdings worth $1K as of Q3 2021.
  • Wealth Quarterback bought 1 UWM Holdings share in Q3 2021, an estimated $7.
  • UWM Holdings made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #819 holding.
  • Wealth Quarterback first reported a position in UWM Holdings in Q2 2021 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.