Altshuler Shaham’s UDR UDR Stock Holding History

Altshuler Shaham’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
2020 Q2	–	Sell	-3,353	Closed	-$123K	–	569
2020 Q1	$123K	Buy	+3,353	New	+$152K	0.01%	157
2018 Q4	–	Sell	-618	Closed	-$25K	–	304
2018 Q3	$25K	Buy	618 +519	+524%	+$20.2K	﹤0.01%	149
2018 Q2	$4K	Buy	+99	New	+$3.58K	﹤0.01%	201

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Altshuler Shaham's UDR Position: Q2 2020 in Review

Altshuler Shaham sold out of UDR (UDR) in Q2 2020, closing a stake of 3,353 shares — an estimated $123K sold.

Altshuler Shaham first reported a position in UDR in Q2 2018 and held it in 3 quarters. The position peaked at $123K in Q1 2020. 401 funds tracked by Wall St. Rank hold UDR as of Q2 2020.

Altshuler Shaham reported no remaining UDR position as of Q2 2020 after selling out during the quarter.
Altshuler Shaham sold 3,353 UDR shares in Q2 2020, an estimated $123K.
Altshuler Shaham first reported a position in UDR in Q2 2018 and held it in 3 quarters.
Altshuler Shaham's UDR position peaked at $123K in Q1 2020.
401 funds tracked by Wall St. Rank held UDR as of Q2 2020.

Based on Altshuler Shaham's 13F filing for Q2 2020, filed 13 Aug 2020.