Commonwealth Equity Services
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Commonwealth Equity Services’s Urban Edge Properties UE Stock Holding History

Commonwealth Equity Services’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,009
Closed -$366K – 4099
2023
Q4 		$366K Buy
+20,009
New +$330K ﹤0.01% 2993

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Commonwealth Equity Services's UE Position: Q1 2024 in Review

Commonwealth Equity Services sold out of Urban Edge Properties (UE) in Q1 2024, closing a stake of 20,009 shares — an estimated $366K sold.

Commonwealth Equity Services first reported a position in UE in Q4 2023 and held it in 1 quarter. The position peaked at $366K in Q4 2023. 214 funds tracked by Wall St. Rank hold UE as of Q1 2024.

  • Commonwealth Equity Services reported no remaining Urban Edge Properties position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 20,009 Urban Edge Properties shares in Q1 2024, an estimated $366K.
  • Commonwealth Equity Services first reported a position in Urban Edge Properties in Q4 2023 and held it in 1 quarter.
  • Commonwealth Equity Services's Urban Edge Properties position peaked at $366K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.