Disciplined Investments’s UDR UDR Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-1,000	Closed	-$43K	–	1450
2023 Q2	$43K	Buy	+1,000	New	+$41.1K	0.02%	211

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's UDR Position: Q3 2023 in Review

Disciplined Investments sold out of UDR (UDR) in Q3 2023, closing a stake of 1,000 shares — an estimated $43K sold.

Disciplined Investments first reported a position in UDR in Q2 2023 and held it in 1 quarter. The position peaked at $43K in Q2 2023. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Disciplined Investments reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 1,000 UDR shares in Q3 2023, an estimated $43K.
Disciplined Investments first reported a position in UDR in Q2 2023 and held it in 1 quarter.
Disciplined Investments's UDR position peaked at $43K in Q2 2023.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.