Corient Capital Partners’s UDR UDR Stock Holding History

Corient Capital 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
2022 Q3	$249K	Hold	5,399	–	–	0.02%	527
2022 Q2	$249K	Buy	5,399 +612	+13%	+$30.9K	0.02%	542
2022 Q1	$275K	Buy	4,787 +445	+10%	+$25.3K	0.02%	573
2021 Q4	$260K	Sell	4,342 -120	-3%	-$6.75K	0.02%	571
2021 Q3	$236K	Buy	4,462 +270	+6%	+$14.4K	0.02%	582
2021 Q2	$205K	Buy	+4,192	New	+$197K	0.02%	618

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Corient Capital Partners's UDR Position: Q3 2022 in Review

Corient Capital Partners held its UDR (UDR) position steady in Q3 2022 at 5,399 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #527.

Corient Capital Partners first reported a position in UDR in Q2 2021 and has held it in 6 quarters since. The position peaked at $275K in Q1 2022. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Corient Capital Partners held 5,399 shares of UDR worth $249K as of Q3 2022.
Corient Capital Partners left its UDR share count unchanged in Q3 2022.
UDR made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #527 holding.
Corient Capital Partners first reported a position in UDR in Q2 2021 and has held it in 6 quarters since.
Corient Capital Partners's UDR position peaked at $275K in Q1 2022.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.