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Csenge Advisory Group’s UDR UDR Stock Holding History

Csenge Advisory Group’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
Q4 		– Sell
-10,337
Closed -$431K – 664
2022
Q3 		$431K Buy
10,337
+18
+0.2% +$826 0.04% 372
2022
Q2 		$475K Sell
10,319
-380
-4% -$19.2K 0.04% 348
2022
Q1 		$614K Sell
10,699
-547
-5% -$31K 0.05% 328
2021
Q4 		$558K Sell
11,246
-215
-2% -$12.1K 0.05% 320
2021
Q3 		$614K Buy
11,461
+215
+2% +$11.5K 0.05% 321
2021
Q2 		$558K Buy
11,246
+3,822
+51% +$180K 0.05% 321
2021
Q1 		$327K Buy
7,424
+183
+3% +$7.57K 0.03% 367
2020
Q4 		$278K Buy
+7,241
New +$264K 0.03% 346
2020
Q2 		– Sell
-8,786
Closed -$321K – 418
2020
Q1 		$321K Sell
8,786
-2,189
-20% -$99.1K 0.08% 201
2019
Q4 		$513K Buy
10,975
+157
+1% +$7.54K 0.13% 153
2019
Q3 		$524K Buy
10,818
+3,266
+43% +$154K 0.14% 139
2019
Q2 		$339K Sell
7,552
-512
-6% -$23.1K 0.12% 134
2019
Q1 		$366K Sell
8,064
-607
-7% -$26.3K 0.13% 122
2018
Q4 		$343K Buy
8,671
+335
+4% +$13.5K 0.13% 122
2018
Q3 		$341K Buy
+8,336
New +$324K 0.13% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Csenge Advisory Group's UDR Position: Q4 2022 in Review

Csenge Advisory Group sold out of UDR (UDR) in Q4 2022, closing a stake of 10,337 shares — an estimated $431K sold.

Csenge Advisory Group first reported a position in UDR in Q3 2018 and held it in 15 quarters. The position peaked at $614K in Q1 2022. 444 funds tracked by Wall St. Rank hold UDR as of Q4 2022.

  • Csenge Advisory Group reported no remaining UDR position as of Q4 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 10,337 UDR shares in Q4 2022, an estimated $431K.
  • Csenge Advisory Group first reported a position in UDR in Q3 2018 and held it in 15 quarters.
  • Csenge Advisory Group's UDR position peaked at $614K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held UDR as of Q4 2022.

Based on Csenge Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.