AWM
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Avior Wealth Management’s Urban Edge Properties UE Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-7
Closed -$150 – 2229
2024
Q4 		$150 Hold
7
– – ﹤0.01% 2392
2024
Q3 		$149 Hold
7
– – ﹤0.01% 2239
2024
Q2 		$129 Sell
7
-27
-79% -$464 ﹤0.01% 2204
2024
Q1 		$587 Buy
+34
New +$588 ﹤0.01% 2528
2019
Q4 		– Sell
-102
Closed -$2.06K – 872
2019
Q3 		$2K Hold
102
– – ﹤0.01% 693
2019
Q2 		$2K Hold
102
– – ﹤0.01% 748
2019
Q1 		$1K Hold
102
– – ﹤0.01% 632
2018
Q4 		$1K Buy
+102
New +$2.01K ﹤0.01% 690

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avior Wealth Management's UE Position: Q1 2025 in Review

Avior Wealth Management sold out of Urban Edge Properties (UE) in Q1 2025, closing a stake of 7 shares — an estimated $150 sold.

Avior Wealth Management first reported a position in UE in Q4 2018 and held it in 8 quarters. The position peaked at $2K in Q3 2019. 247 funds tracked by Wall St. Rank hold UE as of Q1 2025.

  • Avior Wealth Management reported no remaining Urban Edge Properties position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7 Urban Edge Properties shares in Q1 2025, an estimated $150.
  • Avior Wealth Management first reported a position in Urban Edge Properties in Q4 2018 and held it in 8 quarters.
  • Avior Wealth Management's Urban Edge Properties position peaked at $2K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.