BAAM
UDR icon

Baker Avenue Asset Management’s UDR UDR Stock Holding History

Baker Avenue Asset Management’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-268
Closed -$9.56K – 1423
2023
Q3 		$9.56K Sell
268
-11
-4% -$438 ﹤0.01% 778
2023
Q2 		$12K Buy
279
+272
+3,886% +$11.2K ﹤0.01% 715
2023
Q1 		$287 Hold
7
– – ﹤0.01% 1571
2022
Q4 		$271 Buy
+7
New +$277 ﹤0.01% 1517

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Avenue Asset Management's UDR Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of UDR (UDR) in Q4 2023, closing a stake of 268 shares — an estimated $9.56K sold.

Baker Avenue Asset Management first reported a position in UDR in Q4 2022 and held it in 4 quarters. The position peaked at $12K in Q2 2023. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 268 UDR shares in Q4 2023, an estimated $9.56K.
  • Baker Avenue Asset Management first reported a position in UDR in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's UDR position peaked at $12K in Q2 2023.
  • 461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.