Driehaus Capital Management’s UDR UDR Stock Holding History

Driehaus Capital 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
2019 Q1	–	Sell	-116,591	Closed	-$4.62M	–	487
2018 Q4	$4.62M	Buy	116,591 +19,118	+20%	+$772K	0.2%	139
2018 Q3	$3.94M	Buy	97,473 +36,013	+59%	+$1.4M	0.12%	206
2018 Q2	$2.31M	Buy	+61,460	New	+$2.22M	0.08%	254
2018 Q1	–	Sell	-23,000	Closed	-$886K	–	597
2017 Q4	$886K	Buy	+23,000	New	+$894K	0.03%	350
2016 Q1	–	Sell	-24,800	Closed	-$932K	–	643
2015 Q4	$932K	Sell	24,800 -46,451	-65%	-$1.67M	0.03%	386
2015 Q3	$2.46M	Sell	71,251 -63,287	-47%	-$2.11M	0.09%	252
2015 Q2	$4.31M	Buy	134,538 +58,788	+78%	+$1.93M	0.15%	168
2015 Q1	$2.58M	Sell	75,750 -26,115	-26%	-$859K	0.09%	287
2014 Q4	$3.14M	Buy	101,865 +31,465	+45%	+$943K	0.13%	219
2014 Q3	$1.92M	Buy	+70,400	New	+$2.04M	0.07%	333
2014 Q2	–	Sell	-184,603	Closed	-$4.77M	–	627
2014 Q1	$4.77M	Buy	+184,603	New	+$4.62M	0.15%	182
2013 Q3	–	Sell	-58,448	Closed	-$1.49M	–	515
2013 Q2	$1.49M	Buy	+58,448	New	+$1.45M	0.07%	304

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

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return