Ellevest, Inc. Uwm Holdings Corp Transaction History

Ellevest, Inc.

$1.72 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	SELL	$0.22 - $4.06 $29 - $535	-132 Reduced 45.99%	155 $0
Q2 2022 Jul 18, 2022	BUY	$3.22 - $4.6 $373 - $533	116 Added 67.84%	287 $1,000
Q1 2022 Apr 19, 2022	BUY	$4.1 - $6.14 $701 - $1,049	171 New	171 $1,000
Q4 2021 Jan 24, 2022	BUY	$5.52 - $7.25 $0 - $0	0 New	0 $0

Others Institutions Holding UWMC

# of Institutions

253

Shares Held

73M

Call Options Held

2.05M

Put Options Held

2.18M

Ken Griffin Citadel Advisors LLC | Chicago, Il

11.8M
Shares

$76.2 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

11.8M
Shares

$75.9 Million
0.0% of portfolio
Platinum Equity, LLC Beverly Hills, CA

4.89M
Shares

$31.6 Million
64.25% of portfolio
Black Rock Inc. New York, NY

4.82M
Shares

$31.1 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

3.73M
Shares

$24 Million
0.02% of portfolio

About UWM Holdings Corp

Ticker UWMC
Exchange NYSE
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 103,104,000
Market Cap $665M
Description
UWM Holdings Corporation engages in the residential mortgage lending business in the United States. The company originates mortgage loans through wholesale channel. It originates primarily conforming and government loans. UWM Holdings Corporation was founded in 1986 and is headquartered in Pontiac, Michigan.

More about UWMC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ellevest, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ellevest, Inc. with notifications on news.