Curi Wealth Management’s UDR UDR Stock Holding History

Curi Wealth Management’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	–	Sell	-135	Closed	-$6K	–	659
2022 Q2	$6K	Buy	+135	New	+$6.81K	﹤0.01%	439

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

Curi Wealth Management's UDR Position: Q3 2022 in Review

Curi Wealth Management sold out of UDR (UDR) in Q3 2022, closing a stake of 135 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in UDR in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Curi Wealth Management reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 135 UDR shares in Q3 2022, an estimated $6K.
Curi Wealth Management first reported a position in UDR in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's UDR position peaked at $6K in Q2 2022.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.