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Coppell Advisory Solutions’s Urban Edge Properties UE Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-700
Closed -$14.9K – 1770
2024
Q4 		$14.9K Hold
700
– – ﹤0.01% 972
2024
Q3 		$14.8K Hold
700
– – ﹤0.01% 970
2024
Q2 		$12.9K Buy
+700
New +$12K ﹤0.01% 942
2023
Q4 		$37.1K Buy
+2,025
New +$33.4K 0.01% 566
2023
Q3 		– Sell
-675
Closed -$10.4K – 1550
2023
Q2 		$10.4K Buy
+675
New +$9.73K ﹤0.01% 679
2023
Q1 		– Sell
-1,350
Closed -$19K – 1020
2022
Q4 		$19K Buy
+1,350
New +$19.4K 0.01% 509

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions's UE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Urban Edge Properties (UE) in Q1 2025, closing a stake of 700 shares — an estimated $14.9K sold.

Coppell Advisory Solutions first reported a position in UE in Q4 2022 and held it in 6 quarters. The position peaked at $37.1K in Q4 2023. 247 funds tracked by Wall St. Rank hold UE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Urban Edge Properties position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 700 Urban Edge Properties shares in Q1 2025, an estimated $14.9K.
  • Coppell Advisory Solutions first reported a position in Urban Edge Properties in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Urban Edge Properties position peaked at $37.1K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.