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Baystate Wealth Management’s Urban Edge Properties UE Stock Holding History

Baystate Wealth Management’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7
Closed -$128 – 974
2021
Q3 		$0 Buy
7
+1
+17% +$19 ﹤0.01% 890
2021
Q2 		$0 Hold
6
– – ﹤0.01% 861
2021
Q1 		$0 Hold
6
– – ﹤0.01% 832
2020
Q4 		$0 Sell
6
-1
-14% -$12 ﹤0.01% 763
2020
Q3 		$0 Buy
7
+1
+17% +$11 ﹤0.01% 741
2020
Q2 		$0 Sell
6
-1
-14% -$10 ﹤0.01% 744
2020
Q1 		$0 Hold
7
– – ﹤0.01% 682
2019
Q4 		$0 Buy
7
+1
+17% +$20 ﹤0.01% 661
2019
Q3 		$0 Hold
6
– – ﹤0.01% 637
2019
Q2 		$1K Hold
6
– – ﹤0.01% 610
2019
Q1 		$1K Hold
6
– – ﹤0.01% 625
2018
Q4 		$1K Hold
6
– – ﹤0.01% 637
2018
Q3 		$1K Hold
6
– – ﹤0.01% 645
2018
Q2 		$1K Hold
6
– – ﹤0.01% 658
2018
Q1 		$1K Hold
6
– – ﹤0.01% 627
2017
Q4 		$1K Hold
6
– – ﹤0.01% 620
2017
Q3 		$1K Hold
6
– – ﹤0.01% 598
2017
Q2 		$1K Hold
6
– – ﹤0.01% 628
2017
Q1 		$1K Buy
+6
New +$164 ﹤0.01% 595

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Baystate Wealth Management's UE Position: Q4 2021 in Review

Baystate Wealth Management sold out of Urban Edge Properties (UE) in Q4 2021, closing a stake of 7 shares — an estimated $128 sold.

Baystate Wealth Management first reported a position in UE in Q1 2017 and held it in 19 quarters. The position peaked at $1K in Q2 2019. 194 funds tracked by Wall St. Rank hold UE as of Q4 2021.

  • Baystate Wealth Management reported no remaining Urban Edge Properties position as of Q4 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 7 Urban Edge Properties shares in Q4 2021, an estimated $128.
  • Baystate Wealth Management first reported a position in Urban Edge Properties in Q1 2017 and held it in 19 quarters.
  • Baystate Wealth Management's Urban Edge Properties position peaked at $1K in Q2 2019.
  • 194 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.