CSat Investment Advisory’s UDR UDR Stock Holding History

CSat Investment Advisory’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
2021 Q1	$60K	Sell	1,357 -9	-0.7%	-$372	0.05%	157
2020 Q4	$52K	Sell	1,366 -568	-29%	-$20.7K	0.05%	147
2020 Q3	$64K	Buy	1,934 +417	+27%	+$14.6K	0.01%	630
2020 Q2	$56K	Buy	1,517 +179	+13%	+$6.68K	0.01%	662
2020 Q1	$49K	Buy	1,338 +58	+5%	+$2.63K	0.01%	528
2019 Q4	$60K	Buy	1,280 +257	+25%	+$12.3K	0.02%	566
2019 Q3	$49K	Sell	1,023 -15	-1%	-$706	0.02%	562
2019 Q2	$47K	Buy	1,038 +518	+100%	+$23.3K	0.02%	562
2019 Q1	$24K	Buy	520 +10	+2%	+$434	0.01%	279
2018 Q4	$20K	Buy	510 +23	+5%	+$929	0.01%	285
2018 Q3	$20K	Buy	487 +27	+6%	+$1.05K	0.01%	227
2018 Q2	$17K	Buy	+460	New	+$16.6K	0.01%	237

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

CSat Investment Advisory's UDR Position: Q1 2021 in Review

CSat Investment Advisory reduced its UDR (UDR) stake by 0.66% in Q1 2021, selling an estimated $372 and leaving 1,357 shares worth $60K. The position accounts for 0.05% of the portfolio, ranked #157.

CSat Investment Advisory first reported a position in UDR in Q2 2018 and has held it in 12 quarters since. The position peaked at $64K in Q3 2020. 438 funds tracked by Wall St. Rank hold UDR as of Q1 2021.

CSat Investment Advisory held 1,357 shares of UDR worth $60K as of Q1 2021.
CSat Investment Advisory sold 9 UDR shares in Q1 2021, an estimated $372.
UDR made up 0.05% of CSat Investment Advisory's portfolio in Q1 2021, its #157 holding.
CSat Investment Advisory first reported a position in UDR in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's UDR position peaked at $64K in Q3 2020.
438 funds tracked by Wall St. Rank held UDR as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.