Blue Bell Private Wealth Management’s UDR UDR Stock Holding History

Blue Bell Private 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 Q3	–	Sell	-12	Closed	-$1K	–	835
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	767
2022 Q1	$1K	Buy	+12	New	+$681	﹤0.01%	831

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Blue Bell Private Wealth Management's UDR Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of UDR (UDR) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in UDR in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 12 UDR shares in Q3 2022, an estimated $1K.
Blue Bell Private Wealth Management first reported a position in UDR in Q1 2022 and held it in 2 quarters.
Blue Bell Private Wealth Management's UDR position peaked at $1K in Q2 2022.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.