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American Investment Services’s UDR UDR Stock Holding History

American Investment Services’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
2022
Q1 		– Sell
-3,530
Closed -$212K – 126
2021
Q4 		$212K Buy
+3,530
New +$199K 0.05% 120
2021
Q1 		– Sell
-5,691
Closed -$219K – 143
2020
Q4 		$219K Buy
+5,691
New +$208K 0.07% 133
2020
Q3 		– Sell
-5,691
Closed -$213K – 137
2020
Q2 		$213K Hold
5,691
– – 0.07% 130
2020
Q1 		$208K Hold
5,691
– – 0.08% 130
2019
Q4 		$266K Hold
5,691
– – 0.08% 124
2019
Q3 		$276K Sell
5,691
-66
-1% -$3.11K 0.09% 117
2019
Q2 		$258K Buy
+5,757
New +$259K 0.08% 122
2015
Q4 		– Hold
0
– – – 74

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Investment Services's UDR Position: Q1 2022 in Review

American Investment Services sold out of UDR (UDR) in Q1 2022, closing a stake of 3,530 shares — an estimated $212K sold.

American Investment Services first reported a position in UDR in Q2 2019 and held it in 7 quarters. The position peaked at $276K in Q3 2019. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

  • American Investment Services reported no remaining UDR position as of Q1 2022 after selling out during the quarter.
  • American Investment Services sold 3,530 UDR shares in Q1 2022, an estimated $212K.
  • American Investment Services first reported a position in UDR in Q2 2019 and held it in 7 quarters.
  • American Investment Services's UDR position peaked at $276K in Q3 2019.
  • 501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on American Investment Services's 13F filing for Q1 2022, filed 10 May 2022.