Baird Financial Group’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 |
-7,291
| Closed | -$313K | – | 1761 |
|
|
2023
Q2 | $313K | Buy |
7,291
+1,138
| +18% | +$46.8K | ﹤0.01% | 1491 |
|
|
2023
Q1 | $253K | Buy |
6,153
+929
| +18% | +$38.4K | ﹤0.01% | 1547 |
|
|
2022
Q4 | $201K | Sell |
5,224
-3,948
| -43% | -$156K | ﹤0.01% | 1607 |
|
|
2022
Q3 | $383K | Buy |
9,172
+2,381
| +35% | +$109K | ﹤0.01% | 1369 |
|
|
2022
Q2 | $313K | Buy |
6,791
+266
| +4% | +$13.4K | ﹤0.01% | 1538 |
|
|
2022
Q1 | $374K | Buy |
6,525
+237
| +4% | +$13.5K | ﹤0.01% | 1538 |
|
|
2021
Q4 | $377K | Hold |
6,288
| – | – | ﹤0.01% | 1585 |
|
|
2021
Q3 | $333K | Buy |
6,288
+53
| +0.9% | +$2.83K | ﹤0.01% | 1629 |
|
|
2021
Q2 | $305K | Hold |
6,235
| – | – | ﹤0.01% | 1572 |
|
|
2021
Q1 | $273K | Hold |
6,235
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q4 | $240K | Sell |
6,235
-327
| -5% | -$11.9K | ﹤0.01% | 1451 |
|
|
2020
Q3 | $214K | Sell |
6,562
-16,947
| -72% | -$595K | ﹤0.01% | 1394 |
|
|
2020
Q2 | $879K | Buy |
23,509
+16,998
| +261% | +$635K | ﹤0.01% | 969 |
|
|
2020
Q1 | $238K | Sell |
6,511
-950
| -13% | -$43K | ﹤0.01% | 1285 |
|
|
2019
Q4 | $348K | Sell |
7,461
-546
| -7% | -$26.2K | ﹤0.01% | 1276 |
|
|
2019
Q3 | $389K | Sell |
8,007
-1,179
| -13% | -$55.5K | ﹤0.01% | 1244 |
|
|
2019
Q2 | $412K | Sell |
9,186
-75
| -0.8% | -$3.38K | ﹤0.01% | 1251 |
|
|
2019
Q1 | $421K | Hold |
9,261
| – | – | ﹤0.01% | 1069 |
|
|
2018
Q4 | $367K | Sell |
9,261
-1,078
| -10% | -$43.6K | ﹤0.01% | 1060 |
|
|
2018
Q3 | $414K | Buy |
10,339
+325
| +3% | +$12.6K | ﹤0.01% | 1095 |
|
|
2018
Q2 | $376K | Buy |
10,014
+499
| +5% | +$18K | ﹤0.01% | 1089 |
|
|
2018
Q1 | $339K | Sell |
9,515
-595
| -6% | -$21K | ﹤0.01% | 1101 |
|
|
2017
Q4 | $389K | Buy |
10,110
+1
| +0% | +$39 | ﹤0.01% | 1074 |
|
|
2017
Q3 | $384K | Sell |
10,109
-299
| -3% | -$11.6K | ﹤0.01% | 1052 |
|
|
2017
Q2 | $406K | Sell |
10,408
-75
| -0.7% | -$2.85K | ﹤0.01% | 1014 |
|
|
2017
Q1 | $380K | Sell |
10,483
-50
| -0.5% | -$1.79K | ﹤0.01% | 1019 |
|
|
2016
Q4 | $384K | Sell |
10,533
-344
| -3% | -$11.8K | ﹤0.01% | 986 |
|
|
2016
Q3 | $391K | Hold |
10,877
| – | – | ﹤0.01% | 993 |
|
|
2016
Q2 | $402K | Sell |
10,877
-1,637
| -13% | -$58.6K | ﹤0.01% | 967 |
|
|
2016
Q1 | $482K | Hold |
12,514
| – | – | ﹤0.01% | 927 |
|
|
2015
Q4 | $470K | Sell |
12,514
-240
| -2% | -$8.61K | ﹤0.01% | 925 |
|
|
2015
Q3 | $440K | Hold |
12,754
| – | – | ﹤0.01% | 951 |
|
|
2015
Q2 | $409K | Buy |
+12,754
| New | +$419K | ﹤0.01% | 1033 |
|
Other funds holding UDR
Baird Financial Group's UDR Position: Q3 2023 in Review
Baird Financial Group sold out of UDR (UDR) in Q3 2023, closing a stake of 7,291 shares — an estimated $313K sold.
Baird Financial Group first reported a position in UDR in Q2 2015 and held it in 33 quarters. The position peaked at $879K in Q2 2020. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.
- Baird Financial Group reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
- Baird Financial Group sold 7,291 UDR shares in Q3 2023, an estimated $313K.
- Baird Financial Group first reported a position in UDR in Q2 2015 and held it in 33 quarters.
- Baird Financial Group's UDR position peaked at $879K in Q2 2020.
- 448 funds tracked by Wall St. Rank held UDR as of Q3 2023.
Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.