WAM
UHG

Weiss Asset Management’s United Homes Group UHG Stock Holding History

Weiss Asset Management’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-461,976
Closed -$4.65M – 457
2022
Q4 		$4.65M Hold
461,976
– – 0.19% 148
2022
Q3 		$4.56M Buy
461,976
+250,000
+118% +$2.46M 0.11% 257
2022
Q2 		$2.08M Hold
211,976
– – 0.05% 371
2022
Q1 		$2.08M Hold
211,976
– – 0.04% 429
2021
Q4 		$2.06M Hold
211,976
– – 0.04% 440
2021
Q3 		$2.06M Buy
211,976
+609
+0.3% +$5.9K 0.05% 323
2021
Q2 		$2.05M Sell
211,367
-300,489
-59% -$2.93M 0.05% 297
2021
Q1 		$5M Buy
+511,856
New +$4.99M 0.13% 182

Other funds holding UHG

AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Weiss Asset Management's UHG Position: Q1 2023 in Review

Weiss Asset Management sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 461,976 shares — an estimated $4.65M sold.

Weiss Asset Management first reported a position in UHG in Q1 2021 and held it in 8 quarters. The position peaked at $5M in Q1 2021. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • Weiss Asset Management reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • Weiss Asset Management sold 461,976 United Homes Group shares in Q1 2023, an estimated $4.65M.
  • Weiss Asset Management first reported a position in United Homes Group in Q1 2021 and held it in 8 quarters.
  • Weiss Asset Management's United Homes Group position peaked at $5M in Q1 2021.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on Weiss Asset Management's 13F filing for Q1 2023, filed 10 May 2023.