ClearBridge Investments’s UDR UDR Stock Holding History

ClearBridge Investments’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 Q4	–	Sell	-20,800	Closed	-$841K	–	1172
2018 Q3	$841K	Sell	20,800 -2,630	-11%	-$102K	﹤0.01%	738
2018 Q2	$880K	Sell	23,430 -1,000	-4%	-$36.2K	﹤0.01%	655
2018 Q1	$870K	Sell	24,430 -740	-3%	-$26.1K	﹤0.01%	640
2017 Q4	$970K	Sell	25,170 -1,560	-6%	-$60.7K	﹤0.01%	642
2017 Q3	$1.02M	Hold	26,730	–	–	﹤0.01%	631
2017 Q2	$1.04M	Hold	26,730	–	–	﹤0.01%	627
2017 Q1	$969K	Sell	26,730 -20,520	-43%	-$734K	﹤0.01%	678
2016 Q4	$1.72M	Sell	47,250 -17,750	-27%	-$608K	﹤0.01%	635
2016 Q3	$2.34M	Sell	65,000 -39,300	-38%	-$1.43M	﹤0.01%	612
2016 Q2	$3.85M	Hold	104,300	–	–	﹤0.01%	568
2016 Q1	$4.02M	Hold	104,300	–	–	﹤0.01%	558
2015 Q4	$3.92M	Hold	104,300	–	–	﹤0.01%	573
2015 Q3	$3.6M	Hold	104,300	–	–	﹤0.01%	601
2015 Q2	$3.34M	Buy	104,300 +16,700	+19%	+$549K	﹤0.01%	629
2015 Q1	$2.98M	Hold	87,600	–	–	﹤0.01%	647
2014 Q4	$2.7M	Hold	87,600	–	–	﹤0.01%	678
2014 Q3	$2.39M	Hold	87,600	–	–	﹤0.01%	693
2014 Q2	$2.51M	Buy	+87,600	New	+$2.36M	﹤0.01%	655

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

ClearBridge Investments's UDR Position: Q4 2018 in Review

ClearBridge Investments sold out of UDR (UDR) in Q4 2018, closing a stake of 20,800 shares — an estimated $841K sold.

ClearBridge Investments first reported a position in UDR in Q2 2014 and held it in 18 quarters. The position peaked at $4.02M in Q1 2016. 404 funds tracked by Wall St. Rank hold UDR as of Q4 2018.

ClearBridge Investments reported no remaining UDR position as of Q4 2018 after selling out during the quarter.
ClearBridge Investments sold 20,800 UDR shares in Q4 2018, an estimated $841K.
ClearBridge Investments first reported a position in UDR in Q2 2014 and held it in 18 quarters.
ClearBridge Investments's UDR position peaked at $4.02M in Q1 2016.
404 funds tracked by Wall St. Rank held UDR as of Q4 2018.

Based on ClearBridge Investments's 13F filing for Q4 2018, filed 14 Feb 2019.