X-Square Capital’s UWM Holdings UWMC Stock Holding History

X-Square 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
2024 Q4	–	Sell	-35,000	Closed	-$298K	–	175
2024 Q3	$298K	Buy	+35,000	New	+$295K	0.13%	133

Other funds holding UWMC

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

X-Square Capital's UWMC Position: Q4 2024 in Review

X-Square Capital sold out of UWM Holdings (UWMC) in Q4 2024, closing a stake of 35,000 shares — an estimated $298K sold.

X-Square Capital first reported a position in UWMC in Q3 2024 and held it in 1 quarter. The position peaked at $298K in Q3 2024. 225 funds tracked by Wall St. Rank hold UWMC as of Q4 2024.

X-Square Capital reported no remaining UWM Holdings position as of Q4 2024 after selling out during the quarter.
X-Square Capital sold 35,000 UWM Holdings shares in Q4 2024, an estimated $298K.
X-Square Capital first reported a position in UWM Holdings in Q3 2024 and held it in 1 quarter.
X-Square Capital's UWM Holdings position peaked at $298K in Q3 2024.
225 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2024.

Based on X-Square Capital's 13F filing for Q4 2024, filed 12 Feb 2025.