Barnett & Company’s UDR UDR Stock Holding History

Barnett & Company’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
2020 Q1	–	Sell	-62	Closed	-$3K	–	439
2019 Q4	$3K	Buy	62 +43	+226%	+$2.06K	﹤0.01%	420
2019 Q3	$1K	Buy	+19	New	+$895	﹤0.01%	408

Other funds holding UDR

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barnett & Company's UDR Position: Q1 2020 in Review

Barnett & Company sold out of UDR (UDR) in Q1 2020, closing a stake of 62 shares — an estimated $3K sold.

Barnett & Company first reported a position in UDR in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 391 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

Barnett & Company reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
Barnett & Company sold 62 UDR shares in Q1 2020, an estimated $3K.
Barnett & Company first reported a position in UDR in Q3 2019 and held it in 2 quarters.
Barnett & Company's UDR position peaked at $3K in Q4 2019.
391 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on Barnett & Company's 13F filing for Q1 2020, filed 23 Apr 2020.