Advisors Asset Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,801
| Closed | -$550K | – | 1454 |
|
|
2023
Q2 | $550K | Sell |
12,801
-511
| -4% | -$21K | 0.01% | 912 |
|
|
2023
Q1 | $547K | Sell |
13,312
-15,656
| -54% | -$647K | 0.01% | 912 |
|
|
2022
Q4 | $1.12M | Sell |
28,968
-1,023
| -3% | -$40.4K | 0.02% | 703 |
|
|
2022
Q3 | $1.25M | Sell |
29,991
-611
| -2% | -$28K | 0.03% | 643 |
|
|
2022
Q2 | $1.41M | Sell |
30,602
-222
| -0.7% | -$11.2K | 0.03% | 634 |
|
|
2022
Q1 | $1.77M | Sell |
30,824
-6,056
| -16% | -$344K | 0.03% | 622 |
|
|
2021
Q4 | $2.21M | Sell |
36,880
-5,676
| -13% | -$319K | 0.03% | 567 |
|
|
2021
Q3 | $2.25M | Sell |
42,556
-3,617
| -8% | -$193K | 0.03% | 556 |
|
|
2021
Q2 | $2.26M | Sell |
46,173
-1,618
| -3% | -$76.1K | 0.03% | 559 |
|
|
2021
Q1 | $2.1M | Sell |
47,791
-10,350
| -18% | -$428K | 0.03% | 586 |
|
|
2020
Q4 | $2.23M | Sell |
58,141
-7,441
| -11% | -$271K | 0.04% | 502 |
|
|
2020
Q3 | $2.14M | Sell |
65,582
-8,502
| -11% | -$299K | 0.04% | 442 |
|
|
2020
Q2 | $2.77M | Sell |
74,084
-5,668
| -7% | -$212K | 0.05% | 346 |
|
|
2020
Q1 | $2.91M | Buy |
79,752
+12,644
| +19% | +$572K | 0.07% | 284 |
|
|
2019
Q4 | $3.13M | Buy |
67,108
+10,804
| +19% | +$519K | 0.05% | 386 |
|
|
2019
Q3 | $2.73M | Buy |
56,304
+11,577
| +26% | +$545K | 0.05% | 422 |
|
|
2019
Q2 | $2.01M | Buy |
44,727
+9,730
| +28% | +$438K | 0.04% | 543 |
|
|
2019
Q1 | $1.59M | Sell |
34,997
-5,198
| -13% | -$226K | 0.03% | 654 |
|
|
2018
Q4 | $1.59M | Sell |
40,195
-19,009
| -32% | -$768K | 0.03% | 605 |
|
|
2018
Q3 | $2.39M | Sell |
59,204
-1,435
| -2% | -$55.8K | 0.04% | 535 |
|
|
2018
Q2 | $2.28M | Buy |
60,639
+614
| +1% | +$22.2K | 0.04% | 559 |
|
|
2018
Q1 | $2.02M | Buy |
60,025
+4,207
| +8% | +$148K | 0.03% | 601 |
|
|
2017
Q4 | $2.15M | Buy |
55,818
+13,302
| +31% | +$517K | 0.04% | 593 |
|
|
2017
Q3 | $1.62M | Buy |
42,516
+14,359
| +51% | +$557K | 0.03% | 675 |
|
|
2017
Q2 | $1.1M | Buy |
28,157
+8,996
| +47% | +$342K | 0.02% | 850 |
|
|
2017
Q1 | $695K | Buy |
19,161
+4,939
| +35% | +$177K | 0.01% | 985 |
|
|
2016
Q4 | $519K | Buy |
14,222
+5,784
| +69% | +$198K | 0.01% | 1096 |
|
|
2016
Q3 | $304K | Buy |
8,438
+5,837
| +224% | +$213K | 0.01% | 1241 |
|
|
2016
Q2 | $96K | Buy |
2,601
+2,501
| +2,501% | +$89.6K | ﹤0.01% | 1518 |
|
|
2016
Q1 | $4K | Sell |
100
-6,841
| -99% | -$245K | ﹤0.01% | 1776 |
|
|
2015
Q4 | $261K | Sell |
6,941
-100
| -1% | -$3.59K | ﹤0.01% | 1323 |
|
|
2015
Q3 | $243K | Sell |
7,041
-700
| -9% | -$23.3K | ﹤0.01% | 1314 |
|
|
2015
Q2 | $248K | Buy |
7,741
+100
| +1% | +$3.29K | ﹤0.01% | 1318 |
|
|
2015
Q1 | $260K | Buy |
7,641
+500
| +7% | +$16.4K | ﹤0.01% | 1268 |
|
|
2014
Q4 | $220K | Sell |
7,141
-8,178
| -53% | -$245K | ﹤0.01% | 1297 |
|
|
2014
Q3 | $417K | Sell |
15,319
-1,917
| -11% | -$55.5K | 0.01% | 1084 |
|
|
2014
Q2 | $494K | Sell |
17,236
-12,771
| -43% | -$344K | 0.01% | 1047 |
|
|
2014
Q1 | $775K | Sell |
30,007
-3,525
| -11% | -$88.2K | 0.01% | 851 |
|
|
2013
Q4 | $783K | Sell |
33,532
-4,027
| -11% | -$96.5K | 0.01% | 837 |
|
|
2013
Q3 | $890K | Sell |
37,559
-2,696
| -7% | -$65.6K | 0.02% | 709 |
|
|
2013
Q2 | $1.03M | Buy |
+40,255
| New | +$998K | 0.02% | 629 |
|
Other funds holding UDR
