Annapolis Financial Services’s UDR UDR Stock Holding History

Annapolis Financial 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
2024 Q3	$16.3K	Hold	360	–	–	﹤0.01%	242
2024 Q2	$14.8K	Hold	360	–	–	﹤0.01%	250
2024 Q1	$13.5K	Hold	360	–	–	﹤0.01%	254
2023 Q4	$13.8K	Hold	360	–	–	﹤0.01%	322
2023 Q3	$12.8K	Hold	360	–	–	﹤0.01%	316
2023 Q2	$15.5K	Hold	360	–	–	﹤0.01%	297
2023 Q1	$14.8K	Hold	360	–	–	﹤0.01%	277
2022 Q4	$13.9K	Hold	360	–	–	﹤0.01%	274
2022 Q3	$15K	Hold	360	–	–	0.01%	294
2022 Q2	$17K	Hold	360	–	–	0.01%	261
2022 Q1	$21K	Hold	360	–	–	0.01%	252
2021 Q4	$22K	Hold	360	–	–	0.01%	253
2021 Q3	$19K	Hold	360	–	–	0.01%	244
2021 Q2	$18K	Hold	360	–	–	0.01%	229
2021 Q1	$16K	Hold	360	–	–	0.01%	227
2020 Q4	$14K	Buy	+360	New	+$13.1K	0.01%	225

Other funds holding UDR

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

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

Norges Bank Oslo, Norway $935B AUM

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

CIM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Annapolis Financial Services's UDR Position: Q3 2024 in Review

Annapolis Financial Services held its UDR (UDR) position steady in Q3 2024 at 360 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Annapolis Financial Services first reported a position in UDR in Q4 2020 and has held it in 16 quarters since. The position peaked at $22K in Q4 2021. 505 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

Annapolis Financial Services held 360 shares of UDR worth $16.3K as of Q3 2024.
Annapolis Financial Services left its UDR share count unchanged in Q3 2024.
UDR made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #242 holding.
Annapolis Financial Services first reported a position in UDR in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's UDR position peaked at $22K in Q4 2021.
505 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.