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United Homes Group shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of United Homes Group (UHG) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in United Homes Group

Tip: Access up to 7 years of quarterly data

All positions including United Homes Group held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Homes Group by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3k 508 8.43
2023-09-30 $2.8k 508 5.60
2023-06-30 $5.7k 508 11.16

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Top funds holding United Homes Group

H D Vest Advisory Services
Creative Planning
Robeco Investment Management
BlackRock
Vanguard Group
Millennium Management
Timbercreek Asset Management
Charles Schwab Investment Management
Bank of New York Mellon
Hrt Financial
Red Door Wealth Management
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Barclays

View all funds holding United Homes Group