Boston Financial Management’s UDR UDR Stock Holding History

Boston Financial 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	-4,701	Closed	-$216K	–	312
2022 Q2	$216K	Hold	4,701	–	–	0.01%	276
2022 Q1	$270K	Buy	+4,701	New	+$267K	0.01%	251

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

Boston Financial Management's UDR Position: Q3 2022 in Review

Boston Financial Management sold out of UDR (UDR) in Q3 2022, closing a stake of 4,701 shares — an estimated $216K sold.

Boston Financial Management first reported a position in UDR in Q1 2022 and held it in 2 quarters. The position peaked at $270K in Q1 2022. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Boston Financial Management reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
Boston Financial Management sold 4,701 UDR shares in Q3 2022, an estimated $216K.
Boston Financial Management first reported a position in UDR in Q1 2022 and held it in 2 quarters.
Boston Financial Management's UDR position peaked at $270K in Q1 2022.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Boston Financial Management's 13F filing for Q3 2022, filed 10 Nov 2022.