WCMNY
UHG

Westchester Capital Management (New York)’s United Homes Group UHG Stock Holding History

Westchester Capital Management (New York)’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
-830,112
Closed -$8.35M – 376
2022
Q4 		$8.35M Hold
830,112
– – 0.23% 102
2022
Q3 		$8.19M Buy
+830,112
New +$8.18M 0.23% 63

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 $1.88T AUM 44.46% 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 $4.08B AUM 58.77% 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

Westchester Capital Management (New York)'s UHG Position: Q1 2023 in Review

Westchester Capital Management (New York) sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 830,112 shares — an estimated $8.35M sold.

Westchester Capital Management (New York) first reported a position in UHG in Q3 2022 and held it in 2 quarters. The position peaked at $8.35M in Q4 2022. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • Westchester Capital Management (New York) reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 830,112 United Homes Group shares in Q1 2023, an estimated $8.35M.
  • Westchester Capital Management (New York) first reported a position in United Homes Group in Q3 2022 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s United Homes Group position peaked at $8.35M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2023, filed 15 May 2023.