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 $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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Concord Wealth Partners's UDR Position: Q1 2024 in Review

Concord Wealth Partners sold out of UDR (UDR) in Q1 2024, closing a stake of 150 shares — an estimated $5.74K sold.

Concord Wealth Partners first reported a position in UDR in Q4 2020 and held it in 12 quarters. The position peaked at $9K in Q1 2022. 454 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

Concord Wealth Partners reported no remaining UDR position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 150 UDR shares in Q1 2024, an estimated $5.74K.
Concord Wealth Partners first reported a position in UDR in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's UDR position peaked at $9K in Q1 2022.
454 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.