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Baldwin Wealth Partners’s Urban Edge Properties UE Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-1
Closed -$21 – 964
2024
Q3 		$21 Buy
+1
New +$20 ﹤0.01% 1078
2016
Q3 		– Sell
-735
Closed -$22K – 565
2016
Q2 		$22K Buy
735
+685
+1,370% +$18.4K ﹤0.01% 332
2016
Q1 		$1K Buy
+50
New +$1.2K ﹤0.01% 481

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State Street
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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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Wealth Partners's UE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Urban Edge Properties (UE) in Q4 2024, closing a stake of 1 share — an estimated $21 sold.

Baldwin Wealth Partners first reported a position in UE in Q1 2016 and held it in 3 quarters. The position peaked at $22K in Q2 2016. 236 funds tracked by Wall St. Rank hold UE as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Urban Edge Properties position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1 Urban Edge Properties share in Q4 2024, an estimated $21.
  • Baldwin Wealth Partners first reported a position in Urban Edge Properties in Q1 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's Urban Edge Properties position peaked at $22K in Q2 2016.
  • 236 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.