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Davidson & Garrard’s UDR UDR Stock Holding History

Davidson & Garrard’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
2017
Q3 		$657K Sell
17,284
-2,000
-10% -$77.5K 0.15% 117
2017
Q2 		$751K Sell
19,284
-3,300
-15% -$126K 0.18% 117
2017
Q1 		$819K Sell
22,584
-2,375
-10% -$84.9K 0.19% 113
2016
Q4 		$911K Hold
24,959
– – 0.23% 100
2016
Q3 		$898K Sell
24,959
-200
-0.8% -$7.29K 0.22% 104
2016
Q2 		$929K Hold
25,159
– – 0.23% 104
2016
Q1 		$969K Sell
25,159
-200
-0.8% -$7.16K 0.25% 100
2015
Q4 		$953K Sell
25,359
-1,239
-5% -$44.5K 0.24% 106
2015
Q3 		$917K Sell
26,598
-3,150
-11% -$105K 0.24% 109
2015
Q2 		$953K Sell
29,748
-8,447
-22% -$277K 0.22% 118
2015
Q1 		$1.3M Sell
38,195
-100
-0.3% -$3.29K 0.3% 99
2014
Q4 		$1.18M Buy
38,295
+18
+0% +$540 0.27% 98
2014
Q3 		$1.04M Buy
38,277
+19
+0% +$550 0.25% 104
2014
Q2 		$1.09M Sell
38,258
-1,229
-3% -$33.1K 0.26% 101
2014
Q1 		$1.02M Buy
39,487
+20
+0.1% +$501 0.25% 100
2013
Q4 		$922K Sell
39,467
-1,924
-5% -$46.1K 0.23% 106
2013
Q3 		$981K Buy
41,391
+232
+0.6% +$5.65K 0.28% 92
2013
Q2 		$1.05M Buy
+41,159
New +$1.02M 0.31% 81

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Davidson & Garrard's UDR Position: Q3 2017 in Review

Davidson & Garrard reduced its UDR (UDR) stake by 10% in Q3 2017, selling an estimated $77.5K and leaving 17,284 shares worth $657K. The position accounts for 0.15% of the portfolio, ranked #117.

Davidson & Garrard first reported a position in UDR in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.3M in Q1 2015. 360 funds tracked by Wall St. Rank hold UDR as of Q3 2017.

  • Davidson & Garrard held 17,284 shares of UDR worth $657K as of Q3 2017.
  • Davidson & Garrard sold 2,000 UDR shares in Q3 2017, an estimated $77.5K.
  • UDR made up 0.15% of Davidson & Garrard's portfolio in Q3 2017, its #117 holding.
  • Davidson & Garrard first reported a position in UDR in Q2 2013 and has held it in 18 quarters since.
  • Davidson & Garrard's UDR position peaked at $1.3M in Q1 2015.
  • 360 funds tracked by Wall St. Rank held UDR as of Q3 2017.

Based on Davidson & Garrard's 13F filing for Q3 2017, filed 7 Nov 2017.