Colony Group’s UDR UDR Stock Holding History

Colony 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	-5,674	Closed	-$237K	–	888
2022 Q3	$237K	Sell	5,674 -4,571	-45%	-$210K	﹤0.01%	705
2022 Q2	$472K	Buy	10,245 +6	+0.1%	+$303	0.01%	607
2022 Q1	$587K	Buy	10,239 +4,565	+80%	+$259K	0.01%	594
2021 Q4	$340K	Buy	+5,674	New	+$319K	0.01%	666
2019 Q4	–	Sell	-6,028	Closed	-$292K	–	767
2019 Q3	$292K	Hold	6,028	–	–	0.01%	586
2019 Q2	$271K	Hold	6,028	–	–	0.01%	635
2019 Q1	$274K	Buy	+6,028	New	+$262K	0.01%	530

Other funds holding UDR

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Colony Group's UDR Position: Q4 2022 in Review

Colony Group sold out of UDR (UDR) in Q4 2022, closing a stake of 5,674 shares — an estimated $237K sold.

Colony Group first reported a position in UDR in Q1 2019 and held it in 7 quarters. The position peaked at $587K in Q1 2022. 444 funds tracked by Wall St. Rank hold UDR as of Q4 2022.

Colony Group reported no remaining UDR position as of Q4 2022 after selling out during the quarter.
Colony Group sold 5,674 UDR shares in Q4 2022, an estimated $237K.
Colony Group first reported a position in UDR in Q1 2019 and held it in 7 quarters.
Colony Group's UDR position peaked at $587K in Q1 2022.
444 funds tracked by Wall St. Rank held UDR as of Q4 2022.

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