Burns Matteson Capital Management’s UDR UDR Stock Holding History

Burns Matteson Capital 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 Q2	–	Sell	-6,011	Closed	-$345K	–	154
2022 Q1	$345K	Buy	6,011 +38	+0.6%	+$2.16K	0.24%	92
2021 Q4	$358K	Buy	5,973 +39	+0.7%	+$2.19K	0.24%	97
2021 Q3	$314K	Sell	5,934 -524	-8%	-$28K	0.24%	97
2021 Q2	$316K	Buy	6,458 +50	+0.8%	+$2.35K	0.25%	100
2021 Q1	$281K	Buy	6,408 +59	+0.9%	+$2.44K	0.27%	59
2020 Q4	$244K	Buy	+6,349	New	+$232K	0.27%	62

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burns Matteson Capital Management's UDR Position: Q2 2022 in Review

Burns Matteson Capital Management sold out of UDR (UDR) in Q2 2022, closing a stake of 6,011 shares — an estimated $345K sold.

Burns Matteson Capital Management first reported a position in UDR in Q4 2020 and held it in 6 quarters. The position peaked at $358K in Q4 2021. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Burns Matteson Capital Management reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Burns Matteson Capital Management sold 6,011 UDR shares in Q2 2022, an estimated $345K.
Burns Matteson Capital Management first reported a position in UDR in Q4 2020 and held it in 6 quarters.
Burns Matteson Capital Management's UDR position peaked at $358K in Q4 2021.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Burns Matteson Capital Management's 13F filing for Q2 2022, filed 12 Dec 2023.