Catawba Capital Management’s UDR UDR Stock Holding History

Catawba 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
2018 Q2	$360K	Sell	9,587 -230	-2%	-$8.32K	0.08%	158
2018 Q1	$350K	Sell	9,817 -205	-2%	-$7.22K	0.08%	160
2017 Q4	$386K	Sell	10,022 -282	-3%	-$11K	0.09%	156
2017 Q3	$392K	Sell	10,304 -1,080	-9%	-$41.9K	0.09%	161
2017 Q2	$444K	Hold	11,384	–	–	0.1%	155
2017 Q1	$413K	Hold	11,384	–	–	0.09%	174
2016 Q4	$415K	Sell	11,384 -180	-2%	-$6.17K	0.1%	170
2016 Q3	$416K	Hold	11,564	–	–	0.1%	166
2016 Q2	$427K	Sell	11,564 -400	-3%	-$14.3K	0.1%	154
2016 Q1	$461K	Sell	11,964 -1,500	-11%	-$53.7K	0.12%	146
2015 Q4	$506K	Hold	13,464	–	–	0.14%	132
2015 Q3	$464K	Sell	13,464 -4,690	-26%	-$156K	0.13%	141
2015 Q2	$581K	Sell	18,154 -1,172	-6%	-$38.5K	0.14%	132
2015 Q1	$658K	Sell	19,326 -410	-2%	-$13.5K	0.15%	129
2014 Q4	$608K	Hold	19,736	–	–	0.14%	136
2014 Q3	$538K	Sell	19,736 -100	-0.5%	-$2.89K	0.13%	154
2014 Q2	$568K	Sell	19,836 -309	-2%	-$8.32K	0.13%	154
2014 Q1	$520K	Sell	20,145 -3,698	-16%	-$92.6K	0.12%	155
2013 Q4	$557K	Sell	23,843 -1,440	-6%	-$34.5K	0.13%	147
2013 Q3	$599K	Sell	25,283 -532	-2%	-$12.9K	0.16%	136
2013 Q2	$658K	Buy	+25,815	New	+$640K	0.18%	114

Other funds holding UDR

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Catawba Capital Management's UDR Position: Q2 2018 in Review

Catawba Capital Management reduced its UDR (UDR) stake by 2.3% in Q2 2018, selling an estimated $8.32K and leaving 9,587 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #158.

Catawba Capital Management first reported a position in UDR in Q2 2013 and has held it in 21 quarters since. The position peaked at $658K in Q1 2015. 379 funds tracked by Wall St. Rank hold UDR as of Q2 2018.

Catawba Capital Management held 9,587 shares of UDR worth $360K as of Q2 2018.
Catawba Capital Management sold 230 UDR shares in Q2 2018, an estimated $8.32K.
UDR made up 0.08% of Catawba Capital Management's portfolio in Q2 2018, its #158 holding.
Catawba Capital Management first reported a position in UDR in Q2 2013 and has held it in 21 quarters since.
Catawba Capital Management's UDR position peaked at $658K in Q1 2015.
379 funds tracked by Wall St. Rank held UDR as of Q2 2018.

Based on Catawba Capital Management's 13F filing for Q2 2018, filed 11 Jul 2018.