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AGF Investments LLC’s UDR UDR Stock Holding History

AGF Investments LLC’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-173
Closed -$8K – 690
2019
Q3 		$8K Buy
173
+21
+14% +$989 ﹤0.01% 521
2019
Q2 		$7K Sell
152
-218
-59% -$9.82K ﹤0.01% 574
2019
Q1 		$17K Buy
+370
New +$16.1K ﹤0.01% 460
2018
Q4 		– Sell
-1,210
Closed -$49K – 828
2018
Q3 		$49K Buy
1,210
+166
+16% +$6.46K 0.01% 389
2018
Q2 		$39 Buy
1,044
+102
+11% +$3.69K ﹤0.01% 451
2018
Q1 		$34K Sell
942
-39
-4% -$1.37K 0.01% 377
2017
Q4 		$38K Sell
981
-139
-12% -$5.4K 0.01% 301
2017
Q3 		$43K Sell
1,120
-20
-2% -$775 0.01% 311
2017
Q2 		$45K Buy
1,140
+164
+17% +$6.24K 0.01% 300
2017
Q1 		$36K Sell
976
-254
-21% -$9.08K 0.01% 307
2016
Q4 		$45K Buy
+1,230
New +$42.1K 0.01% 320

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AGF Investments LLC's UDR Position: Q4 2019 in Review

AGF Investments LLC sold out of UDR (UDR) in Q4 2019, closing a stake of 173 shares — an estimated $8K sold.

AGF Investments LLC first reported a position in UDR in Q4 2016 and held it in 11 quarters. The position peaked at $49K in Q3 2018. 432 funds tracked by Wall St. Rank hold UDR as of Q4 2019.

  • AGF Investments LLC reported no remaining UDR position as of Q4 2019 after selling out during the quarter.
  • AGF Investments LLC sold 173 UDR shares in Q4 2019, an estimated $8K.
  • AGF Investments LLC first reported a position in UDR in Q4 2016 and held it in 11 quarters.
  • AGF Investments LLC's UDR position peaked at $49K in Q3 2018.
  • 432 funds tracked by Wall St. Rank held UDR as of Q4 2019.

Based on AGF Investments LLC's 13F filing for Q4 2019, filed 12 Feb 2020.