Ballentine Partners’s UDR UDR Stock Holding History

Ballentine Partners’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 Q2	–	Sell	-5,859	Closed	-$241K	–	635
2023 Q1	$241K	Buy	+5,859	New	+$242K	0.01%	469
2022 Q4	–	Sell	-4,828	Closed	-$201K	–	532
2022 Q3	$201K	Buy	+4,828	New	+$222K	0.01%	438
2022 Q2	–	Sell	-3,977	Closed	-$228K	–	483
2022 Q1	$228K	Buy	3,977 +72	+2%	+$4.09K	0.01%	414
2021 Q4	$234K	Sell	3,905 -10	-0.3%	-$563	0.01%	417
2021 Q3	$208K	Buy	+3,915	New	+$209K	0.01%	392
2019 Q4	–	Sell	-4,225	Closed	-$205K	–	415
2019 Q3	$205K	Buy	+4,225	New	+$199K	0.01%	369

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ballentine Partners's UDR Position: Q2 2023 in Review

Ballentine Partners sold out of UDR (UDR) in Q2 2023, closing a stake of 5,859 shares — an estimated $241K sold.

Ballentine Partners first reported a position in UDR in Q3 2019 and held it in 6 quarters. The position peaked at $241K in Q1 2023. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

Ballentine Partners reported no remaining UDR position as of Q2 2023 after selling out during the quarter.
Ballentine Partners sold 5,859 UDR shares in Q2 2023, an estimated $241K.
Ballentine Partners first reported a position in UDR in Q3 2019 and held it in 6 quarters.
Ballentine Partners's UDR position peaked at $241K in Q1 2023.
441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on Ballentine Partners's 13F filing for Q2 2023, filed 26 Jul 2023.