Banque Cantonale Vaudoise’s UDR UDR Stock Holding History

Banque Cantonale Vaudoise’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	-4,900	Closed	-$175K	–	1191
2023 Q3	$175K	Hold	4,900	–	–	0.01%	709
2023 Q2	$211K	Hold	4,900	–	–	0.01%	707
2023 Q1	$201K	Hold	4,900	–	–	0.01%	698
2022 Q4	$190K	Hold	4,900	–	–	0.01%	723
2022 Q3	$205K	Hold	4,900	–	–	0.01%	710
2022 Q2	$226K	Sell	4,900 -900	-16%	-$45.4K	0.01%	701
2022 Q1	$333K	Hold	5,800	–	–	0.01%	665
2021 Q4	$348K	Hold	5,800	–	–	0.01%	686
2021 Q3	$308K	Hold	5,800	–	–	0.01%	703
2021 Q2	$284K	Hold	5,800	–	–	0.01%	764
2021 Q1	$254K	Sell	5,800 -1,500	-21%	-$62K	0.01%	722
2020 Q4	$281K	Hold	7,300	–	–	0.02%	648
2020 Q3	$238K	Sell	7,300 -4,300	-37%	-$151K	0.02%	642
2020 Q2	$434K	Sell	11,600 -1,200	-9%	-$44.8K	0.03%	424
2020 Q1	$468K	Hold	12,800	–	–	0.04%	383
2019 Q4	$598K	Buy	+12,800	New	+$615K	0.04%	409

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

Norges Bank Oslo, Norway $935B AUM

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

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

Fidelity Investments

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

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

Wellington Management Group

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

Geode Capital Management

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