BP’s UDR UDR Stock Holding History

BP’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	–	Sell	-10,419	Closed	-$510K	–	498
2021 Q2	$510K	Sell	10,419 -3,054	-23%	-$144K	0.02%	400
2021 Q1	$591K	Sell	13,473 -4,407	-25%	-$182K	0.02%	431
2020 Q4	$687K	Sell	17,880 -9,820	-35%	-$358K	0.02%	432
2020 Q3	$903K	Sell	27,700 -2,300	-8%	-$80.8K	0.02%	445
2020 Q2	$1.12M	Hold	30,000	–	–	0.04%	402
2020 Q1	$1.1M	Hold	30,000	–	–	0.05%	368
2019 Q4	$1.4M	Buy	30,000 +1,000	+3%	+$48K	0.05%	369
2019 Q3	$1.41M	Sell	29,000 -6,000	-17%	-$283K	0.05%	357
2019 Q2	$1.57M	Hold	35,000	–	–	0.06%	332
2019 Q1	$1.59M	Hold	35,000	–	–	0.06%	307
2018 Q4	$1.39M	Hold	35,000	–	–	0.06%	320
2018 Q3	$1.42M	Hold	35,000	–	–	0.04%	381
2018 Q2	$1.31M	Buy	+35,000	New	+$1.27M	0.04%	408

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BP's UDR Position: Q3 2021 in Review

BP sold out of UDR (UDR) in Q3 2021, closing a stake of 10,419 shares — an estimated $510K sold.

BP first reported a position in UDR in Q2 2018 and held it in 13 quarters. The position peaked at $1.59M in Q1 2019. 447 funds tracked by Wall St. Rank hold UDR as of Q3 2021.

BP reported no remaining UDR position as of Q3 2021 after selling out during the quarter.
BP sold 10,419 UDR shares in Q3 2021, an estimated $510K.
BP first reported a position in UDR in Q2 2018 and held it in 13 quarters.
BP's UDR position peaked at $1.59M in Q1 2019.
447 funds tracked by Wall St. Rank held UDR as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.