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Cedar Mountain Advisors’s UDR UDR Stock Holding History

Cedar Mountain Advisors’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
Q2 		– Sell
-700
Closed -$31K – 296
2021
Q1 		$31K Hold
700
– – 0.01% 99
2020
Q4 		$27K Hold
700
– – 0.01% 104
2020
Q3 		$23K Hold
700
– – 0.01% 100
2020
Q2 		$26K Hold
700
– – 0.01% 89
2020
Q1 		$26K Hold
700
– – 0.01% 76
2019
Q4 		$33K Buy
+700
New +$33.6K 0.01% 83

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Cedar Mountain Advisors's UDR Position: Q2 2021 in Review

Cedar Mountain Advisors sold out of UDR (UDR) in Q2 2021, closing a stake of 700 shares — an estimated $31K sold.

Cedar Mountain Advisors first reported a position in UDR in Q4 2019 and held it in 6 quarters. The position peaked at $33K in Q4 2019. 432 funds tracked by Wall St. Rank hold UDR as of Q2 2021.

  • Cedar Mountain Advisors reported no remaining UDR position as of Q2 2021 after selling out during the quarter.
  • Cedar Mountain Advisors sold 700 UDR shares in Q2 2021, an estimated $31K.
  • Cedar Mountain Advisors first reported a position in UDR in Q4 2019 and held it in 6 quarters.
  • Cedar Mountain Advisors's UDR position peaked at $33K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held UDR as of Q2 2021.

Based on Cedar Mountain Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.