Bowling Portfolio Management’s UDR UDR Stock Holding History

Bowling Portfolio 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
2020 Q1	–	Sell	-13,970	Closed	-$652K	–	386
2019 Q4	$652K	Buy	+13,970	New	+$671K	0.11%	261

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bowling Portfolio Management's UDR Position: Q1 2020 in Review

Bowling Portfolio Management sold out of UDR (UDR) in Q1 2020, closing a stake of 13,970 shares — an estimated $652K sold.

Bowling Portfolio Management first reported a position in UDR in Q4 2019 and held it in 1 quarter. The position peaked at $652K in Q4 2019. 391 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

Bowling Portfolio Management reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
Bowling Portfolio Management sold 13,970 UDR shares in Q1 2020, an estimated $652K.
Bowling Portfolio Management first reported a position in UDR in Q4 2019 and held it in 1 quarter.
Bowling Portfolio Management's UDR position peaked at $652K in Q4 2019.
391 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.