Axa
UBP

Axa’s Urstadt Biddle Properties Inc. UBP Stock Holding History

Axa’s Portfolio UBP Stock Details UBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,098
Closed -$210K – 1345
2021
Q2 		$210K Hold
13,098
– – ﹤0.01% 1217
2021
Q1 		$179K Buy
+13,098
New +$174K ﹤0.01% 1182

Other funds holding UBP

PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axa's UBP Position: Q3 2021 in Review

Axa sold out of Urstadt Biddle Properties Inc. (UBP) in Q3 2021, closing a stake of 13,098 shares — an estimated $210K sold.

Axa first reported a position in UBP in Q1 2021 and held it in 2 quarters. The position peaked at $210K in Q2 2021. 21 funds tracked by Wall St. Rank hold UBP as of Q3 2021.

  • Axa reported no remaining Urstadt Biddle Properties Inc. position as of Q3 2021 after selling out during the quarter.
  • Axa sold 13,098 Urstadt Biddle Properties Inc. shares in Q3 2021, an estimated $210K.
  • Axa first reported a position in Urstadt Biddle Properties Inc. in Q1 2021 and held it in 2 quarters.
  • Axa's Urstadt Biddle Properties Inc. position peaked at $210K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q3 2021.

Based on Axa's 13F filing for Q3 2021, filed 15 Nov 2021.