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Berman Capital Advisors’s UDR UDR Stock Holding History

Berman Capital 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
2021
Q3 		$81K Buy
1,551
+473
+44% +$25.3K 0.01% 507
2021
Q2 		$52K Buy
1,078
+143
+15% +$6.73K 0.01% 560
2021
Q1 		$40K Buy
935
+822
+727% +$34K 0.01% 567
2020
Q4 		$4K Sell
113
-766
-87% -$27.9K ﹤0.01% 1244
2020
Q3 		$28K Buy
879
+368
+72% +$12.9K 0.01% 497
2020
Q2 		$18K Buy
511
+85
+20% +$3.17K ﹤0.01% 581
2020
Q1 		$14K Buy
426
+102
+31% +$4.62K ﹤0.01% 589
2019
Q4 		$15K Sell
324
-16
-5% -$768 ﹤0.01% 622
2019
Q3 		$16K Hold
340
– – 0.01% 574
2019
Q2 		$15K Buy
340
+16
+5% +$721 ﹤0.01% 600
2019
Q1 		$14K Buy
324
+93
+40% +$4.04K ﹤0.01% 561
2018
Q4 		$9K Buy
+231
New +$9.33K ﹤0.01% 536

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berman Capital Advisors's UDR Position: Q3 2021 in Review

Berman Capital Advisors increased its UDR (UDR) stake by 44% in Q3 2021, buying an estimated $25.3K and bringing the position to 1,551 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #507.

Berman Capital Advisors first reported a position in UDR in Q4 2018 and has held it in 12 quarters since. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2021.

  • Berman Capital Advisors held 1,551 shares of UDR worth $81K as of Q3 2021.
  • Berman Capital Advisors bought 473 UDR shares in Q3 2021, an estimated $25.3K.
  • UDR made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #507 holding.
  • Berman Capital Advisors first reported a position in UDR in Q4 2018 and has held it in 12 quarters since.
  • 448 funds tracked by Wall St. Rank held UDR as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.