UWMC UWM HOLDINGS CORPORATION

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in UWM HOLDINGS CORPORATION (UWMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 79 -7 -8.1% 0.00% $481 $5.80
2025 Q1 REDUCED 86 -3 -3.4% 0.00% $470 $5.00
2024 Q4 REDUCED 89 -7 -7.3% 0.00% $522 $5.28
2024 Q3 ADDED 96 +10 +11.6% 0.00% $818 $7.53
2024 Q2 UNCHANGED 86 0% 0.00% $624 $6.06
2024 Q1 INITIATED 86 0.00% $615
% of Fund (quarterly)    UWMC price (monthly, adj. close)
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