Carmichael Hill & Associates’s Urban Edge Properties UE Stock Holding History

Carmichael Hill & Associates’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
2022 Q4	–	Sell	-64	Closed	-$1K	–	844
2022 Q3	$1K	Hold	64	–	–	﹤0.01%	796
2022 Q2	$1K	Hold	64	–	–	﹤0.01%	795
2022 Q1	$1K	Hold	64	–	–	﹤0.01%	784
2021 Q4	$1K	Hold	64	–	–	﹤0.01%	794
2021 Q3	$1K	Hold	64	–	–	﹤0.01%	783
2021 Q2	$1K	Hold	64	–	–	﹤0.01%	762
2021 Q1	$1K	Hold	64	–	–	﹤0.01%	747
2020 Q4	$1K	Hold	64	–	–	﹤0.01%	723
2020 Q3	$1K	Hold	64	–	–	﹤0.01%	698
2020 Q2	$1K	Hold	64	–	–	﹤0.01%	677
2020 Q1	$1K	Hold	64	–	–	﹤0.01%	664
2019 Q4	$1K	Buy	+64	New	+$1.29K	﹤0.01%	674

Other funds holding UE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Carmichael Hill & Associates's UE Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of Urban Edge Properties (UE) in Q4 2022, closing a stake of 64 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in UE in Q4 2019 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 181 funds tracked by Wall St. Rank hold UE as of Q4 2022.

Carmichael Hill & Associates reported no remaining Urban Edge Properties position as of Q4 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 64 Urban Edge Properties shares in Q4 2022, an estimated $1K.
Carmichael Hill & Associates first reported a position in Urban Edge Properties in Q4 2019 and held it in 12 quarters.
Carmichael Hill & Associates's Urban Edge Properties position peaked at $1K in Q3 2022.
181 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.