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Custom Index Systems’s Urban Edge Properties UE Stock Holding History

Custom Index Systems’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,924
Closed -$213K – 355
2024
Q4 		$213K Buy
+9,924
New +$221K 0.11% 232
2024
Q3 		– Sell
-14,012
Closed -$259K – 289
2024
Q2 		$259K Buy
+14,012
New +$241K 0.15% 198

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Custom Index Systems's UE Position: Q1 2025 in Review

Custom Index Systems sold out of Urban Edge Properties (UE) in Q1 2025, closing a stake of 9,924 shares — an estimated $213K sold.

Custom Index Systems first reported a position in UE in Q2 2024 and held it in 2 quarters. The position peaked at $259K in Q2 2024. 247 funds tracked by Wall St. Rank hold UE as of Q1 2025.

  • Custom Index Systems reported no remaining Urban Edge Properties position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 9,924 Urban Edge Properties shares in Q1 2025, an estimated $213K.
  • Custom Index Systems first reported a position in Urban Edge Properties in Q2 2024 and held it in 2 quarters.
  • Custom Index Systems's Urban Edge Properties position peaked at $259K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.