Bollard Group’s UDR UDR Stock Holding History

Bollard Group’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 Q3	–	Sell	-40	Closed	-$1.59K	–	639
2023 Q2	$2K	Buy	+40	New	+$1.65K	﹤0.01%	559

Other funds holding UDR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bollard Group's UDR Position: Q3 2023 in Review

Bollard Group sold out of UDR (UDR) in Q3 2023, closing a stake of 40 shares — an estimated $1.59K sold.

Bollard Group first reported a position in UDR in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Bollard Group reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 40 UDR shares in Q3 2023, an estimated $1.59K.
Bollard Group first reported a position in UDR in Q2 2023 and held it in 1 quarter.
Bollard Group's UDR position peaked at $2K in Q2 2023.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.