BAM
UBA

Belpointe Asset Management’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Belpointe Asset Management’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-320
Closed -$5.62K – 3717
2023
Q1 		$5.62K Sell
320
-40
-11% -$718 ﹤0.01% 2960
2022
Q4 		$6.82K Buy
+360
New +$6.58K ﹤0.01% 2807

Other funds holding UBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Belpointe Asset Management's UBA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q2 2023, closing a stake of 320 shares — an estimated $5.62K sold.

Belpointe Asset Management first reported a position in UBA in Q4 2022 and held it in 2 quarters. The position peaked at $6.82K in Q4 2022. 161 funds tracked by Wall St. Rank hold UBA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 320 Urstadt Biddle Properties Inc. Class A shares in Q2 2023, an estimated $5.62K.
  • Belpointe Asset Management first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Urstadt Biddle Properties Inc. Class A position peaked at $6.82K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.