Capital Growth Management’s UDR UDR Stock Holding History

Capital Growth 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 Q3	–	Sell	-200,000	Closed	-$9.21M	–	81
2022 Q2	$9.21M	Buy	200,000 +100,000	+100%	+$5.04M	1.09%	32
2022 Q1	$5.74M	Sell	100,000 -200,000	-67%	-$11.4M	0.53%	43
2021 Q4	$18M	Sell	300,000 -115,000	-28%	-$6.47M	1.65%	30
2021 Q3	$22M	Buy	+415,000	New	+$22.2M	2.02%	26
2019 Q4	–	Sell	-110,000	Closed	-$5.33M	–	69
2019 Q3	$5.33M	Buy	+110,000	New	+$5.18M	0.41%	37
2016 Q1	–	Sell	-400,000	Closed	-$15M	–	72
2015 Q4	$15M	Buy	+400,000	New	+$14.4M	0.5%	38

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Growth Management's UDR Position: Q3 2022 in Review

Capital Growth Management sold out of UDR (UDR) in Q3 2022, closing a stake of 200,000 shares — an estimated $9.21M sold.

Capital Growth Management first reported a position in UDR in Q4 2015 and held it in 6 quarters. The position peaked at $22M in Q3 2021. 444 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Capital Growth Management reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
Capital Growth Management sold 200,000 UDR shares in Q3 2022, an estimated $9.21M.
Capital Growth Management first reported a position in UDR in Q4 2015 and held it in 6 quarters.
Capital Growth Management's UDR position peaked at $22M in Q3 2021.
444 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Capital Growth Management's 13F filing for Q3 2022, filed 14 Nov 2022.