Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Urban Edge Properties UE Stock Holding History

Cambridge Investment Research Advisors’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33,474
Closed -$613K – 3398
2023
Q4 		$613K Buy
+33,474
New +$551K ﹤0.01% 2027

Other funds holding UE

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cambridge Investment Research Advisors's UE Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of Urban Edge Properties (UE) in Q1 2024, closing a stake of 33,474 shares — an estimated $613K sold.

Cambridge Investment Research Advisors first reported a position in UE in Q4 2023 and held it in 1 quarter. The position peaked at $613K in Q4 2023. 214 funds tracked by Wall St. Rank hold UE as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining Urban Edge Properties position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 33,474 Urban Edge Properties shares in Q1 2024, an estimated $613K.
  • Cambridge Investment Research Advisors first reported a position in Urban Edge Properties in Q4 2023 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Urban Edge Properties position peaked at $613K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.