Ashford Capital Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,816
| Closed | -$293K | – | 98 |
|
|
2023
Q2 | $293K | Hold |
6,816
| – | – | 0.04% | 83 |
|
|
2023
Q1 | $280K | Hold |
6,816
| – | – | 0.04% | 82 |
|
|
2022
Q4 | $264K | Hold |
6,816
| – | – | 0.04% | 84 |
|
|
2022
Q3 | $284K | Hold |
6,816
| – | – | 0.04% | 83 |
|
|
2022
Q2 | $314K | Hold |
6,816
| – | – | 0.04% | 84 |
|
|
2022
Q1 | $391K | Sell |
6,816
-100
| -1% | -$5.68K | 0.04% | 88 |
|
|
2021
Q4 | $415K | Hold |
6,916
| – | – | 0.04% | 90 |
|
|
2021
Q3 | $366K | Hold |
6,916
| – | – | 0.03% | 98 |
|
|
2021
Q2 | $339K | Hold |
6,916
| – | – | 0.03% | 99 |
|
|
2021
Q1 | $303K | Hold |
6,916
| – | – | 0.03% | 98 |
|
|
2020
Q4 | $266K | Hold |
6,916
| – | – | 0.03% | 102 |
|
|
2020
Q3 | $226K | Sell |
6,916
-1,750
| -20% | -$61.4K | 0.03% | 94 |
|
|
2020
Q2 | $324K | Sell |
8,666
-3,911
| -31% | -$146K | 0.04% | 83 |
|
|
2020
Q1 | $460K | Buy |
12,577
+2,161
| +21% | +$97.8K | 0.08% | 74 |
|
|
2019
Q4 | $486K | Sell |
10,416
-5,328
| -34% | -$256K | 0.06% | 74 |
|
|
2019
Q3 | $763K | Hold |
15,744
| – | – | 0.11% | 71 |
|
|
2019
Q2 | $707K | Hold |
15,744
| – | – | 0.09% | 71 |
|
|
2019
Q1 | $716K | Hold |
15,744
| – | – | 0.1% | 74 |
|
|
2018
Q4 | $624K | Hold |
15,744
| – | – | 0.1% | 76 |
|
|
2018
Q3 | $637K | Hold |
15,744
| – | – | 0.08% | 83 |
|
|
2018
Q2 | $591K | Hold |
15,744
| – | – | 0.08% | 75 |
|
|
2018
Q1 | $561K | Hold |
15,744
| – | – | 0.08% | 71 |
|
|
2017
Q4 | $606K | Hold |
15,744
| – | – | 0.09% | 73 |
|
|
2017
Q3 | $599K | Hold |
15,744
| – | – | 0.1% | 75 |
|
|
2017
Q2 | $614K | Hold |
15,744
| – | – | 0.11% | 74 |
|
|
2017
Q1 | $571K | Hold |
15,744
| – | – | 0.11% | 75 |
|
|
2016
Q4 | $574K | Hold |
15,744
| – | – | 0.12% | 72 |
|
|
2016
Q3 | $567K | Hold |
15,744
| – | – | 0.12% | 75 |
|
|
2016
Q2 | $581K | Hold |
15,744
| – | – | 0.13% | 77 |
|
|
2016
Q1 | $607K | Sell |
15,744
-403
| -2% | -$14.4K | 0.14% | 75 |
|
|
2015
Q4 | $607K | Hold |
16,147
| – | – | 0.14% | 77 |
|
|
2015
Q3 | $557K | Hold |
16,147
| – | – | 0.13% | 83 |
|
|
2015
Q2 | $517K | Hold |
16,147
| – | – | 0.11% | 94 |
|
|
2015
Q1 | $549K | Hold |
16,147
| – | – | 0.11% | 97 |
|
|
2014
Q4 | $498K | Hold |
16,147
| – | – | 0.1% | 104 |
|
|
2014
Q3 | $440K | Hold |
16,147
| – | – | 0.09% | 105 |
|
|
2014
Q2 | $462K | Hold |
16,147
| – | – | 0.09% | 109 |
|
|
2014
Q1 | $417K | Hold |
16,147
| – | – | 0.08% | 112 |
|
|
2013
Q4 | $377K | Hold |
16,147
| – | – | 0.07% | 109 |
|
|
2013
Q3 | $383K | Hold |
16,147
| – | – | 0.08% | 110 |
|
|
2013
Q2 | $412K | Buy |
+16,147
| New | +$400K | 0.09% | 108 |
|
Other funds holding UDR
Ashford Capital Management's UDR Position: Q3 2023 in Review
Ashford Capital Management sold out of UDR (UDR) in Q3 2023, closing a stake of 6,816 shares — an estimated $293K sold.
Ashford Capital Management first reported a position in UDR in Q2 2013 and held it in 41 quarters. The position peaked at $763K in Q3 2019. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.
- Ashford Capital Management reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
- Ashford Capital Management sold 6,816 UDR shares in Q3 2023, an estimated $293K.
- Ashford Capital Management first reported a position in UDR in Q2 2013 and held it in 41 quarters.
- Ashford Capital Management's UDR position peaked at $763K in Q3 2019.
- 448 funds tracked by Wall St. Rank held UDR as of Q3 2023.
Based on Ashford Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.