Confluence Wealth Services’s UDR UDR Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-108	Closed	-$6K	–	1096
2021 Q4	$6K	Buy	+108	New	+$6.08K	﹤0.01%	1034

Other funds holding UDR

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

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

Confluence Wealth Services's UDR Position: Q1 2022 in Review

Confluence Wealth Services sold out of UDR (UDR) in Q1 2022, closing a stake of 108 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in UDR in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

Confluence Wealth Services reported no remaining UDR position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 108 UDR shares in Q1 2022, an estimated $6K.
Confluence Wealth Services first reported a position in UDR in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's UDR position peaked at $6K in Q4 2021.
501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.