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Uwm Holdings Cor shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Uwm Holdings Cor (UWMC) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Uwm Holdings Cor

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All positions including Uwm Holdings Cor held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Uwm Holdings Cor by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1k 300 7.15
2023-09-30 $1.5k 300 4.85
2023-06-30 $1.7k 300 5.60
2023-03-31 $1.5k 300 4.91

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Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
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Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Uwm Holdings Cor

Vanguard Group
Platinum Equity
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Victory Capital Management
Charles Schwab Investment Management
Two Sigma Investments
Jane Street
Pnc Financial Services
Alliancebernstein
Squarepoint Ops
Capula Management
UBS Group
Cambridge Investment Research Advisors

View all funds holding Uwm Holdings Cor