Bank of Marin’s UDR UDR Stock Holding History

Bank of Marin’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
2024 Q1	–	Sell	-6,000	Closed	-$230K	–	120
2023 Q4	$230K	Hold	6,000	–	–	0.21%	113
2023 Q3	$214K	Hold	6,000	–	–	0.21%	113
2023 Q2	$258K	Hold	6,000	–	–	0.24%	105
2023 Q1	$246K	Hold	6,000	–	–	0.24%	109
2022 Q4	$232K	Hold	6,000	–	–	0.22%	113
2022 Q3	$250K	Hold	6,000	–	–	0.25%	101
2022 Q2	$276K	Hold	6,000	–	–	0.24%	105
2022 Q1	$344K	Hold	6,000	–	–	0.25%	105
2021 Q4	$360K	Hold	6,000	–	–	0.24%	107
2021 Q3	$318K	Hold	6,000	–	–	0.23%	109
2021 Q2	$294K	Hold	6,000	–	–	0.22%	113
2021 Q1	$263K	Hold	6,000	–	–	0.21%	115
2020 Q4	$231K	Buy	+6,000	New	+$219K	0.19%	119
2020 Q3	–	Sell	-6,000	Closed	-$224K	–	117
2020 Q2	$224K	Hold	6,000	–	–	0.26%	105
2020 Q1	$219K	Hold	6,000	–	–	0.3%	105
2019 Q4	$280K	Buy	+6,000	New	+$288K	0.28%	104

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of Marin's UDR Position: Q1 2024 in Review

Bank of Marin sold out of UDR (UDR) in Q1 2024, closing a stake of 6,000 shares — an estimated $230K sold.

Bank of Marin first reported a position in UDR in Q4 2019 and held it in 16 quarters. The position peaked at $360K in Q4 2021. 453 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

Bank of Marin reported no remaining UDR position as of Q1 2024 after selling out during the quarter.
Bank of Marin sold 6,000 UDR shares in Q1 2024, an estimated $230K.
Bank of Marin first reported a position in UDR in Q4 2019 and held it in 16 quarters.
Bank of Marin's UDR position peaked at $360K in Q4 2021.
453 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on Bank of Marin's 13F filing for Q1 2024, filed 9 May 2024.