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Clark Capital Management Group’s UDR UDR Stock Holding History

Clark Capital Management Group’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
2022
Q4 		– Sell
-986,159
Closed -$41.1M – 391
2022
Q3 		$41.1M Buy
986,159
+34,488
+4% +$1.58M 0.54% 38
2022
Q2 		$43.8M Buy
951,671
+35,513
+4% +$1.79M 0.57% 36
2022
Q1 		$52.6M Buy
916,158
+18,513
+2% +$1.05M 0.59% 34
2021
Q4 		$53.9M Buy
897,645
+26,164
+3% +$1.47M 0.66% 33
2021
Q3 		$46.2M Buy
871,481
+27,600
+3% +$1.47M 0.63% 40
2021
Q2 		$41.3M Buy
843,881
+303,494
+56% +$14.3M 0.58% 47
2021
Q1 		$23.7M Sell
540,387
-8,412
-2% -$348K 0.36% 116
2020
Q4 		$21.1M Buy
+548,799
New +$20M 0.35% 123
2020
Q2 		– Sell
-484,378
Closed -$17.7M – 340
2020
Q1 		$17.7M Sell
484,378
-159,188
-25% -$7.21M 0.45% 85
2019
Q4 		$30.1M Buy
643,566
+36,006
+6% +$1.73M 0.63% 52
2019
Q3 		$29.5M Buy
607,560
+160,709
+36% +$7.57M 0.67% 51
2019
Q2 		$20.1M Buy
446,851
+17,602
+4% +$793K 0.42% 87
2019
Q1 		$19.5M Sell
429,249
-14,448
-3% -$627K 0.47% 88
2018
Q4 		$17.6M Buy
443,697
+8,762
+2% +$354K 0.47% 79
2018
Q3 		$17.6M Buy
+434,935
New +$16.9M 0.45% 87

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Clark Capital Management Group's UDR Position: Q4 2022 in Review

Clark Capital Management Group sold out of UDR (UDR) in Q4 2022, closing a stake of 986,159 shares — an estimated $41.1M sold.

Clark Capital Management Group first reported a position in UDR in Q3 2018 and held it in 15 quarters. The position peaked at $53.9M in Q4 2021. 444 funds tracked by Wall St. Rank hold UDR as of Q4 2022.

  • Clark Capital Management Group reported no remaining UDR position as of Q4 2022 after selling out during the quarter.
  • Clark Capital Management Group sold 986,159 UDR shares in Q4 2022, an estimated $41.1M.
  • Clark Capital Management Group first reported a position in UDR in Q3 2018 and held it in 15 quarters.
  • Clark Capital Management Group's UDR position peaked at $53.9M in Q4 2021.
  • 444 funds tracked by Wall St. Rank held UDR as of Q4 2022.

Based on Clark Capital Management Group's 13F filing for Q4 2022, filed 14 Feb 2023.