Brown Advisory’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Sell |
23,749
-662
| -3% | -$27K | ﹤0.01% | 817 |
|
|
2025
Q1 | $1.1M | Sell |
24,411
-403
| -2% | -$18.2K | ﹤0.01% | 750 |
|
|
2024
Q4 | $1.08M | Sell |
24,814
-21
| -0.1% | -$912 | ﹤0.01% | 790 |
|
|
2024
Q3 | $1.13M | Sell |
24,835
-22
| -0.1% | -$997 | ﹤0.01% | 765 |
|
|
2024
Q2 | $1.02M | Buy |
24,857
+18,489
| +290% | +$761K | ﹤0.01% | 768 |
|
|
2024
Q1 | $238K | Sell |
6,368
-1,400
| -18% | -$52.4K | ﹤0.01% | 1134 |
|
|
2023
Q4 | $297K | Hold |
7,768
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q3 | $277K | Hold |
7,768
| – | – | ﹤0.01% | 1037 |
|
|
2023
Q2 | $334K | Sell |
7,768
-17,428
| -69% | -$749K | ﹤0.01% | 991 |
|
|
2023
Q1 | $1.03M | Buy |
25,196
+139
| +0.6% | +$5.71K | ﹤0.01% | 749 |
|
|
2022
Q4 | $970K | Sell |
25,057
-176
| -0.7% | -$6.82K | ﹤0.01% | 756 |
|
|
2022
Q3 | $1.05M | Buy |
25,233
+1,580
| +7% | +$65.9K | ﹤0.01% | 696 |
|
|
2022
Q2 | $1.09M | Sell |
23,653
-756
| -3% | -$34.8K | ﹤0.01% | 681 |
|
|
2022
Q1 | $1.4M | Sell |
24,409
-4
| -0% | -$229 | ﹤0.01% | 655 |
|
|
2021
Q4 | $1.47M | Sell |
24,413
-940
| -4% | -$56.4K | ﹤0.01% | 656 |
|
|
2021
Q3 | $1.34M | Buy |
25,353
+1,472
| +6% | +$78K | ﹤0.01% | 642 |
|
|
2021
Q2 | $1.17M | Hold |
23,881
| – | – | ﹤0.01% | 666 |
|
|
2021
Q1 | $1.05M | Sell |
23,881
-766
| -3% | -$33.6K | ﹤0.01% | 695 |
|
|
2020
Q4 | $947K | Sell |
24,647
-10,798
| -30% | -$415K | ﹤0.01% | 665 |
|
|
2020
Q3 | $1.16M | Sell |
35,445
-140
| -0.4% | -$4.57K | ﹤0.01% | 589 |
|
|
2020
Q2 | $1.33M | Sell |
35,585
-815
| -2% | -$30.5K | ﹤0.01% | 548 |
|
|
2020
Q1 | $1.33M | Hold |
36,400
| – | – | ﹤0.01% | 527 |
|
|
2019
Q4 | $1.7M | Hold |
36,400
| – | – | ﹤0.01% | 551 |
|
|
2019
Q3 | $1.76M | Hold |
36,400
| – | – | ﹤0.01% | 535 |
|
|
2019
Q2 | $1.63M | Hold |
36,400
| – | – | ﹤0.01% | 561 |
|
|
2019
Q1 | $1.65M | Buy |
36,400
+28,011
| +334% | +$1.27M | ﹤0.01% | 685 |
|
|
2018
Q4 | $332K | Buy |
8,389
+11
| +0.1% | +$435 | ﹤0.01% | 1046 |
|
|
2018
Q3 | $339K | Hold |
8,378
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q2 | $315K | Hold |
8,378
| – | – | ﹤0.01% | 1091 |
|
|
2018
Q1 | $298K | Hold |
8,378
| – | – | ﹤0.01% | 975 |
|
|
2017
Q4 | $323K | Sell |
8,378
-800
| -9% | -$30.8K | ﹤0.01% | 1019 |
|
|
2017
Q3 | $349K | Sell |
9,178
-30
| -0.3% | -$1.14K | ﹤0.01% | 966 |
|
|
2017
Q2 | $359K | Sell |
9,208
-739
| -7% | -$28.8K | ﹤0.01% | 955 |
|
|
2017
Q1 | $361K | Buy |
9,947
+729
| +8% | +$26.5K | ﹤0.01% | 907 |
|
|
2016
Q4 | $336K | Buy |
+9,218
| New | +$336K | ﹤0.01% | 897 |
|
|
2014
Q3 | – | Sell |
-12,629
| Closed | -$362K | – | 957 |
|
|
2014
Q2 | $362K | Buy |
12,629
+200
| +2% | +$5.73K | ﹤0.01% | 751 |
|
|
2014
Q1 | $321K | Hold |
12,429
| – | – | ﹤0.01% | 768 |
|
|
2013
Q4 | $290K | Sell |
12,429
-475
| -4% | -$11.1K | ﹤0.01% | 761 |
|
|
2013
Q3 | $306K | Hold |
12,904
| – | – | ﹤0.01% | 719 |
|
|
2013
Q2 | $329K | Buy |
+12,904
| New | +$329K | ﹤0.01% | 679 |
|