Baron Financial Group’s UDR UDR Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-400	Closed	-$18.4K	–	182
2022 Q2	$18.4K	Hold	400	–	–	0.01%	128
2022 Q1	$22.9K	Hold	400	–	–	0.01%	130
2021 Q4	$24K	Hold	400	–	–	0.01%	130
2021 Q3	$21.2K	Hold	400	–	–	0.01%	138
2021 Q2	$19.6K	Hold	400	–	–	0.01%	144
2021 Q1	$17.5K	Hold	400	–	–	0.01%	147
2020 Q4	$15.4K	Hold	400	–	–	0.01%	151
2020 Q3	$13K	Buy	+400	New	+$14K	0.01%	159

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Baron Financial Group's UDR Position: Q3 2022 in Review

Baron Financial Group sold out of UDR (UDR) in Q3 2022, closing a stake of 400 shares — an estimated $18.4K sold.

Baron Financial Group first reported a position in UDR in Q3 2020 and held it in 8 quarters. The position peaked at $24K in Q4 2021. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Baron Financial Group reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 400 UDR shares in Q3 2022, an estimated $18.4K.
Baron Financial Group first reported a position in UDR in Q3 2020 and held it in 8 quarters.
Baron Financial Group's UDR position peaked at $24K in Q4 2021.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.