Anchor Investment Management’s Urban Edge Properties UE Stock Holding History

Anchor Investment Management’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-85	Closed	-$826	–	955
2020 Q3	$826	Hold	85	–	–	﹤0.01%	861
2020 Q2	$1.01K	Hold	85	–	–	﹤0.01%	832
2020 Q1	$749	Hold	85	–	–	﹤0.01%	828
2019 Q4	$1.63K	Sell	85 -85	-50%	-$1.72K	﹤0.01%	782
2019 Q3	$3.36K	Hold	170	–	–	﹤0.01%	725
2019 Q2	$2.95K	Hold	170	–	–	﹤0.01%	726
2019 Q1	$3.23K	Hold	170	–	–	﹤0.01%	719
2018 Q4	$2.83K	Hold	170	–	–	﹤0.01%	742
2018 Q3	$3.75K	Hold	170	–	–	﹤0.01%	746
2018 Q2	$3.89K	Hold	170	–	–	﹤0.01%	758
2018 Q1	$3.63K	Hold	170	–	–	﹤0.01%	733
2017 Q4	$4.33K	Hold	170	–	–	﹤0.01%	724
2017 Q3	$4.1K	Hold	170	–	–	﹤0.01%	704
2017 Q2	$4.03K	Hold	170	–	–	﹤0.01%	643
2017 Q1	$4.47K	Hold	170	–	–	﹤0.01%	631
2016 Q4	$4.68K	Hold	170	–	–	﹤0.01%	601
2016 Q3	$4.78K	Hold	170	–	–	﹤0.01%	583
2016 Q2	$5.08K	Hold	170	–	–	﹤0.01%	576
2016 Q1	$4.39K	Buy	+170	New	+$4.09K	﹤0.01%	566

Other funds holding UE

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Anchor Investment Management's UE Position: Q4 2020 in Review

Anchor Investment Management sold out of Urban Edge Properties (UE) in Q4 2020, closing a stake of 85 shares — an estimated $826 sold.

Anchor Investment Management first reported a position in UE in Q1 2016 and held it in 19 quarters. The position peaked at $5.08K in Q2 2016. 180 funds tracked by Wall St. Rank hold UE as of Q4 2020.

Anchor Investment Management reported no remaining Urban Edge Properties position as of Q4 2020 after selling out during the quarter.
Anchor Investment Management sold 85 Urban Edge Properties shares in Q4 2020, an estimated $826.
Anchor Investment Management first reported a position in Urban Edge Properties in Q1 2016 and held it in 19 quarters.
Anchor Investment Management's Urban Edge Properties position peaked at $5.08K in Q2 2016.
180 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.