Cerity Partners’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Sell |
120,950
-2,389
| -2% | -$97.5K | 0.01% | 807 |
|
|
2025
Q1 | $5.57M | Sell |
123,339
-717
| -0.6% | -$32.4K | 0.01% | 691 |
|
|
2024
Q4 | $5.4M | Sell |
124,056
-4,656
| -4% | -$203K | 0.01% | 681 |
|
|
2024
Q3 | $5.84M | Buy |
128,712
+798
| +0.6% | +$36.2K | 0.01% | 646 |
|
|
2024
Q2 | $5.26M | Buy |
127,914
+10,473
| +9% | +$431K | 0.01% | 590 |
|
|
2024
Q1 | $4.39M | Buy |
117,441
+14,836
| +14% | +$555K | 0.01% | 675 |
|
|
2023
Q4 | $3.93M | Buy |
102,605
+313
| +0.3% | +$12K | 0.01% | 590 |
|
|
2023
Q3 | $3.65M | Sell |
102,292
-6,190
| -6% | -$221K | 0.02% | 471 |
|
|
2023
Q2 | $4.66M | Sell |
108,482
-1,689
| -2% | -$72.6K | 0.02% | 512 |
|
|
2023
Q1 | $5.37M | Sell |
110,171
-1,008
| -0.9% | -$49.1K | 0.01% | 479 |
|
|
2022
Q4 | $4.31M | Buy |
111,179
+34,416
| +45% | +$1.33M | 0.03% | 388 |
|
|
2022
Q3 | $3.2M | Sell |
76,763
-33,589
| -30% | -$1.4M | 0.04% | 306 |
|
|
2022
Q2 | $5.08M | Buy |
+110,352
| New | +$5.08M | 0.06% | 248 |
|