American Portfolios Advisors’s UDR UDR Stock Holding History

American Portfolios 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
2022 Q3	$1.92K	Sell	46 -100	-68%	-$4.59K	﹤0.01%	3137
2022 Q2	$6.72K	Hold	146	–	–	﹤0.01%	2717
2022 Q1	$8.38K	Buy	146 +100	+217%	+$5.68K	﹤0.01%	2762
2021 Q4	$2.76K	Hold	46	–	–	﹤0.01%	3093
2021 Q3	$2.44K	Buy	+46	New	+$2.46K	﹤0.01%	3105
2018 Q1	–	Sell	-2,000	Closed	-$77K	–	2394
2017 Q4	$77K	Buy	+2,000	New	+$77.8K	0.01%	823

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

American Portfolios Advisors's UDR Position: Q3 2022 in Review

American Portfolios Advisors reduced its UDR (UDR) stake by 68% in Q3 2022, selling an estimated $4.59K and leaving 46 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

American Portfolios Advisors first reported a position in UDR in Q4 2017 and has held it in 6 quarters since. The position peaked at $77K in Q4 2017. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

American Portfolios Advisors held 46 shares of UDR worth $1.92K as of Q3 2022.
American Portfolios Advisors sold 100 UDR shares in Q3 2022, an estimated $4.59K.
UDR made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3137 holding.
American Portfolios Advisors first reported a position in UDR in Q4 2017 and has held it in 6 quarters since.
American Portfolios Advisors's UDR position peaked at $77K in Q4 2017.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.