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 $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Banque Cantonale Vaudoise's UDR Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of UDR (UDR) in Q4 2023, closing a stake of 4,900 shares — an estimated $175K sold.

Banque Cantonale Vaudoise first reported a position in UDR in Q4 2019 and held it in 16 quarters. The position peaked at $598K in Q4 2019. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

Banque Cantonale Vaudoise reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 4,900 UDR shares in Q4 2023, an estimated $175K.
Banque Cantonale Vaudoise first reported a position in UDR in Q4 2019 and held it in 16 quarters.
Banque Cantonale Vaudoise's UDR position peaked at $598K in Q4 2019.
461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.