Aperio Group’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.51M | Sell |
91,368
-6,245
| -6% | -$228K | 0.01% | 990 |
|
|
2020
Q3 | $3.18M | Sell |
97,613
-5,039
| -5% | -$177K | 0.01% | 906 |
|
|
2020
Q2 | $3.84M | Sell |
102,652
-41,958
| -29% | -$1.57M | 0.01% | 825 |
|
|
2020
Q1 | $5.28M | Buy |
144,610
+5,776
| +4% | +$261K | 0.02% | 632 |
|
|
2019
Q4 | $6.48M | Buy |
138,834
+5,688
| +4% | +$273K | 0.02% | 640 |
|
|
2019
Q3 | $6.46M | Buy |
133,146
+2,361
| +2% | +$111K | 0.03% | 622 |
|
|
2019
Q2 | $5.87M | Sell |
130,785
-1,860
| -1% | -$83.8K | 0.02% | 651 |
|
|
2019
Q1 | $6.03M | Buy |
132,645
+16,267
| +14% | +$706K | 0.03% | 637 |
|
|
2018
Q4 | $4.61M | Buy |
116,378
+8,727
| +8% | +$353K | 0.02% | 673 |
|
|
2018
Q3 | $4.35M | Buy |
107,651
+3,602
| +3% | +$140K | 0.02% | 726 |
|
|
2018
Q2 | $3.91M | Buy |
104,049
+16,912
| +19% | +$612K | 0.02% | 754 |
|
|
2018
Q1 | $3.1M | Buy |
87,137
+5,260
| +6% | +$185K | 0.02% | 818 |
|
|
2017
Q4 | $3.15M | Buy |
81,877
+3,042
| +4% | +$118K | 0.02% | 816 |
|
|
2017
Q3 | $3M | Buy |
78,835
+4,855
| +7% | +$188K | 0.02% | 791 |
|
|
2017
Q2 | $2.88M | Buy |
73,980
+5,623
| +8% | +$214K | 0.02% | 773 |
|
|
2017
Q1 | $2.48M | Sell |
68,357
-1,395
| -2% | -$49.9K | 0.02% | 796 |
|
|
2016
Q4 | $2.54M | Sell |
69,752
-260
| -0.4% | -$8.91K | 0.02% | 737 |
|
|
2016
Q3 | $2.52M | Buy |
70,012
+7,594
| +12% | +$277K | 0.02% | 765 |
|
|
2016
Q2 | $2.3M | Buy |
62,418
+1,195
| +2% | +$42.8K | 0.02% | 752 |
|
|
2016
Q1 | $2.36M | Buy |
61,223
+4,394
| +8% | +$157K | 0.02% | 723 |
|
|
2015
Q4 | $2.13M | Buy |
56,829
+4,684
| +9% | +$168K | 0.02% | 730 |
|
|
2015
Q3 | $1.8M | Buy |
52,145
+2,809
| +6% | +$93.7K | 0.02% | 764 |
|
|
2015
Q2 | $1.58M | Buy |
49,336
+361
| +0.7% | +$11.9K | 0.02% | 800 |
|
|
2015
Q1 | $1.67M | Buy |
48,975
+4,168
| +9% | +$137K | 0.02% | 757 |
|
|
2014
Q4 | $1.38M | Buy |
44,807
+2,175
| +5% | +$65.2K | 0.02% | 772 |
|
|
2014
Q3 | $1.16M | Buy |
42,632
+1,061
| +3% | +$30.7K | 0.02% | 800 |
|
|
2014
Q2 | $1.19M | Buy |
41,571
+317
| +0.8% | +$8.54K | 0.02% | 783 |
|
|
2014
Q1 | $1.07M | Buy |
+41,254
| New | +$1.03M | 0.02% | 972 |
|
|
2013
Q4 | – | Sell |
-38,003
| Closed | -$911K | – | 1003 |
|
|
2013
Q3 | $901K | Buy |
38,003
+7,396
| +24% | +$180K | 0.02% | 883 |
|
|
2013
Q2 | $780K | Buy |
+30,607
| New | +$759K | 0.02% | 860 |
|
Other funds holding UDR
CIM
Aperio Group's UDR Position: Q4 2020 in Review
Aperio Group reduced its UDR (UDR) stake by 6.4% in Q4 2020, selling an estimated $228K and leaving 91,368 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #990.
Aperio Group first reported a position in UDR in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.48M in Q4 2019. 424 funds tracked by Wall St. Rank hold UDR as of Q4 2020.
- Aperio Group held 91,368 shares of UDR worth $3.51M as of Q4 2020.
- Aperio Group sold 6,245 UDR shares in Q4 2020, an estimated $228K.
- UDR made up 0.01% of Aperio Group's portfolio in Q4 2020, its #990 holding.
- Aperio Group first reported a position in UDR in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's UDR position peaked at $6.48M in Q4 2019.
- 424 funds tracked by Wall St. Rank held UDR as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.