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Cornerstone Advisors (Washington)’s UDR UDR Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$24K Sell
743
-660
-47% -$23.2K ﹤0.01% 355
2020
Q2 		$52K Buy
1,403
+972
+226% +$36.3K 0.01% 254
2020
Q1 		$16K Sell
431
-291
-40% -$13.2K ﹤0.01% 366
2019
Q4 		$34K Buy
722
+32
+5% +$1.54K ﹤0.01% 294
2019
Q3 		$33K Hold
690
– – ﹤0.01% 279
2019
Q2 		$31K Buy
690
+113
+20% +$5.09K ﹤0.01% 540
2019
Q1 		$26K Buy
577
+231
+67% +$10K ﹤0.01% 546
2018
Q4 		$14K Buy
346
+131
+61% +$5.29K ﹤0.01% 579
2018
Q3 		$9K Buy
215
+91
+73% +$3.54K 0.01% 671
2018
Q2 		$5K Buy
124
+31
+33% +$1.12K ﹤0.01% 737
2018
Q1 		$3K Hold
93
– – ﹤0.01% 788
2017
Q4 		$4K Hold
93
– – ﹤0.01% 736
2017
Q3 		$4K Hold
93
– – ﹤0.01% 732
2017
Q2 		$4K Hold
93
– – ﹤0.01% 728
2017
Q1 		$3K Hold
93
– – ﹤0.01% 763
2016
Q4 		$3K Sell
93
-58
-38% -$1.99K ﹤0.01% 775
2016
Q3 		$5K Hold
151
– – ﹤0.01% 690
2016
Q2 		$6K Hold
151
– – 0.01% 538
2016
Q1 		$6K Hold
151
– – 0.01% 539
2015
Q4 		$6K Hold
151
– – 0.01% 535
2015
Q3 		$5K Hold
151
– – ﹤0.01% 559
2015
Q2 		$5K Hold
151
– – ﹤0.01% 422
2015
Q1 		$5K Hold
151
– – ﹤0.01% 440
2014
Q4 		$5K Buy
151
+71
+89% +$2.13K ﹤0.01% 399
2014
Q3 		$2K Hold
80
– – ﹤0.01% 452
2014
Q2 		$2K Buy
80
+58
+264% +$1.56K ﹤0.01% 493
2014
Q1 		$1K Hold
22
– – ﹤0.01% 545
2013
Q4 		$1K Sell
22
-13
-37% -$312 ﹤0.01% 335
2013
Q3 		$1K Buy
+35
New +$852 ﹤0.01% 315

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Advisors (Washington)'s UDR Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its UDR (UDR) stake by 47% in Q3 2020, selling an estimated $23.2K and leaving 743 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Cornerstone Advisors (Washington) first reported a position in UDR in Q3 2013 and has held it in 29 quarters since. The position peaked at $52K in Q2 2020. 402 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

  • Cornerstone Advisors (Washington) held 743 shares of UDR worth $24K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 660 UDR shares in Q3 2020, an estimated $23.2K.
  • UDR made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #355 holding.
  • Cornerstone Advisors (Washington) first reported a position in UDR in Q3 2013 and has held it in 29 quarters since.
  • Cornerstone Advisors (Washington)'s UDR position peaked at $52K in Q2 2020.
  • 402 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.