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Carroll Financial Associates’s UDR UDR Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$1K Buy
+22
New +$1.24K ﹤0.01% 1584
2019
Q3 		– Sell
-111
Closed -$5K – 1718
2019
Q2 		$5K Hold
111
– – ﹤0.01% 1219
2019
Q1 		$5K Buy
+111
New +$4.82K ﹤0.01% 1123

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Carroll Financial Associates's UDR Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in UDR (UDR) in Q4 2021: 22 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in UDR as recently as Q2 2019.

Carroll Financial Associates first reported a position in UDR in Q1 2019 and has held it in 3 quarters since. The position peaked at $5K in Q2 2019. 468 funds tracked by Wall St. Rank hold UDR as of Q4 2021.

  • Carroll Financial Associates held 22 shares of UDR worth $1K as of Q4 2021.
  • UDR was a new Carroll Financial Associates position in Q4 2021.
  • UDR made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1584 holding.
  • Carroll Financial Associates first reported a position in UDR in Q1 2019 and has held it in 3 quarters since.
  • Carroll Financial Associates's UDR position peaked at $5K in Q2 2019.
  • 468 funds tracked by Wall St. Rank held UDR as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.