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Crewe Advisors’s UDR UDR Stock Holding History

Crewe Advisors’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
Q4 		– Sell
-253
Closed -$11.5K – 801
2024
Q3 		$11.5K Hold
253
– – ﹤0.01% 467
2024
Q2 		$10.4K Hold
253
– – ﹤0.01% 682
2024
Q1 		$9.46K Hold
253
– – ﹤0.01% 626
2023
Q4 		$9.69K Buy
+253
New +$8.8K ﹤0.01% 211
2022
Q4 		– Sell
-95
Closed -$4K – 1279
2022
Q3 		$4K Buy
+95
New +$4.36K ﹤0.01% 916

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crewe Advisors's UDR Position: Q4 2024 in Review

Crewe Advisors sold out of UDR (UDR) in Q4 2024, closing a stake of 253 shares — an estimated $11.5K sold.

Crewe Advisors first reported a position in UDR in Q3 2022 and held it in 5 quarters. The position peaked at $11.5K in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

  • Crewe Advisors reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 253 UDR shares in Q4 2024, an estimated $11.5K.
  • Crewe Advisors first reported a position in UDR in Q3 2022 and held it in 5 quarters.
  • Crewe Advisors's UDR position peaked at $11.5K in Q3 2024.
  • 511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.