Bellwether Advisors’s UDR UDR Stock Holding History

Bellwether Advisors’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 Q2	–	Sell	-8	Closed	-$328	–	421
2023 Q1	$328	Buy	+8	New	+$330	﹤0.01%	404

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Bellwether Advisors's UDR Position: Q2 2023 in Review

Bellwether Advisors sold out of UDR (UDR) in Q2 2023, closing a stake of 8 shares — an estimated $328 sold.

Bellwether Advisors first reported a position in UDR in Q1 2023 and held it in 1 quarter. The position peaked at $328 in Q1 2023. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

Bellwether Advisors reported no remaining UDR position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 8 UDR shares in Q2 2023, an estimated $328.
Bellwether Advisors first reported a position in UDR in Q1 2023 and held it in 1 quarter.
Bellwether Advisors's UDR position peaked at $328 in Q1 2023.
441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.