Colonial Trust Advisors’s UDR UDR Stock Holding History

Colonial Trust 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
2024 Q2	–	Sell	-8	Closed	-$299	–	1014
2024 Q1	$299	Hold	8	–	–	﹤0.01%	946
2023 Q4	$306	Buy	8 +4	+100%	+$139	﹤0.01%	844
2023 Q3	$143	Buy	+4	New	+$159	﹤0.01%	891

Other funds holding UDR

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

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Colonial Trust Advisors's UDR Position: Q2 2024 in Review

Colonial Trust Advisors sold out of UDR (UDR) in Q2 2024, closing a stake of 8 shares — an estimated $299 sold.

Colonial Trust Advisors first reported a position in UDR in Q3 2023 and held it in 3 quarters. The position peaked at $306 in Q4 2023. 481 funds tracked by Wall St. Rank hold UDR as of Q2 2024.

Colonial Trust Advisors reported no remaining UDR position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 8 UDR shares in Q2 2024, an estimated $299.
Colonial Trust Advisors first reported a position in UDR in Q3 2023 and held it in 3 quarters.
Colonial Trust Advisors's UDR position peaked at $306 in Q4 2023.
481 funds tracked by Wall St. Rank held UDR as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.