Ashford Capital Management’s UDR UDR Stock Holding History

Ashford Capital Management’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	-$5.74K	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%	-$57.2K	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%	+$79K	0.08%	74
2019 Q4	$486K	Sell	10,416 -5,328	-34%	-$249K	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%	-$15.5K	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	+$412K	0.09%	108