BerganKDV Wealth Management’s UDR UDR Stock Holding History

BerganKDV Wealth Management’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 Q4	–	Sell	-23	Closed	-$1K	–	1109
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	934
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	940
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	965
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	1018
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	1004
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	953
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	900
2020 Q4	$1K	Buy	+23	New	+$839	﹤0.01%	904
2020 Q3	–	Sell	-102	Closed	-$4K	–	1004
2020 Q2	$4K	Buy	+102	New	+$3.81K	﹤0.01%	673

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

BerganKDV Wealth Management's UDR Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of UDR (UDR) in Q4 2022, closing a stake of 23 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in UDR in Q2 2020 and held it in 9 quarters. The position peaked at $4K in Q2 2020. 444 funds tracked by Wall St. Rank hold UDR as of Q4 2022.

BerganKDV Wealth Management reported no remaining UDR position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 23 UDR shares in Q4 2022, an estimated $1K.
BerganKDV Wealth Management first reported a position in UDR in Q2 2020 and held it in 9 quarters.
BerganKDV Wealth Management's UDR position peaked at $4K in Q2 2020.
444 funds tracked by Wall St. Rank held UDR as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.