Concord Wealth Partners’s UDR UDR Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-150	Closed	-$5.74K	–	905
2023 Q4	$5.74K	Hold	150	–	–	﹤0.01%	624
2023 Q3	$5.35K	Hold	150	–	–	﹤0.01%	704
2023 Q2	$6.44K	Hold	150	–	–	﹤0.01%	667
2023 Q1	$6.16K	Hold	150	–	–	﹤0.01%	644
2022 Q4	$5.81K	Buy	+150	New	+$5.93K	﹤0.01%	728
2022 Q3	–	Sell	-150	Closed	-$7K	–	1082
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	760
2022 Q1	$9K	Hold	150	–	–	﹤0.01%	808
2021 Q4	$9K	Hold	150	–	–	﹤0.01%	820
2021 Q3	$8K	Hold	150	–	–	﹤0.01%	514
2021 Q2	$7K	Sell	150 -4	-3%	-$188	﹤0.01%	692
2021 Q1	$7K	Buy	154 +4	+3%	+$165	﹤0.01%	634
2020 Q4	$6K	Buy	+150	New	+$5.47K	﹤0.01%	403

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

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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