Alera Investment Advisors’s UDR UDR Stock Holding History

Alera Investment Advisors’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 Q2	–	Sell	-435	Closed	-$20K	–	950
2019 Q1	$20K	Buy	435 +65	+18%	+$2.82K	0.01%	300
2018 Q4	$15K	Buy	+370	New	+$14.9K	0.01%	355

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's UDR Position: Q2 2019 in Review

Alera Investment Advisors sold out of UDR (UDR) in Q2 2019, closing a stake of 435 shares — an estimated $20K sold.

Alera Investment Advisors first reported a position in UDR in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 406 funds tracked by Wall St. Rank hold UDR as of Q2 2019.

Alera Investment Advisors reported no remaining UDR position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 435 UDR shares in Q2 2019, an estimated $20K.
Alera Investment Advisors first reported a position in UDR in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's UDR position peaked at $20K in Q1 2019.
406 funds tracked by Wall St. Rank held UDR as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.