Edge Wealth Management’s Urban Edge Properties UE Stock Holding History

Edge Wealth Management’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
2022 Q1	–	Sell	-233	Closed	-$4K	–	430
2021 Q4	$4K	Hold	233	–	–	﹤0.01%	363
2021 Q3	$4K	Hold	233	–	–	﹤0.01%	371
2021 Q2	$4K	Hold	233	–	–	﹤0.01%	361
2021 Q1	$4K	Hold	233	–	–	﹤0.01%	351
2020 Q4	$3K	Hold	233	–	–	﹤0.01%	321
2020 Q3	$2K	Hold	233	–	–	﹤0.01%	397
2020 Q2	$3K	Hold	233	–	–	﹤0.01%	598
2020 Q1	$2K	Hold	233	–	–	﹤0.01%	554
2019 Q4	$4K	Hold	233	–	–	﹤0.01%	510
2019 Q3	$4K	Hold	233	–	–	﹤0.01%	499
2019 Q2	$4K	Hold	233	–	–	﹤0.01%	505
2019 Q1	$4K	Hold	233	–	–	﹤0.01%	491
2018 Q4	$4K	Hold	233	–	–	﹤0.01%	497
2018 Q3	$5K	Hold	233	–	–	﹤0.01%	511
2018 Q2	$5K	Hold	233	–	–	﹤0.01%	494
2018 Q1	$5K	Hold	233	–	–	﹤0.01%	458
2017 Q4	$5K	Hold	233	–	–	﹤0.01%	449
2017 Q3	$6K	Hold	233	–	–	﹤0.01%	431
2017 Q2	$6K	Hold	233	–	–	﹤0.01%	425
2017 Q1	$6K	Hold	233	–	–	﹤0.01%	403
2016 Q4	$6K	Hold	233	–	–	﹤0.01%	386
2016 Q3	$7K	Hold	233	–	–	﹤0.01%	371
2016 Q2	$7K	Hold	233	–	–	﹤0.01%	345
2016 Q1	$6K	Hold	233	–	–	﹤0.01%	335
2015 Q4	$6K	Hold	233	–	–	﹤0.01%	336
2015 Q3	$5K	Hold	233	–	–	﹤0.01%	350
2015 Q2	$5K	Hold	233	–	–	﹤0.01%	346
2015 Q1	$6K	Buy	+233	New	+$5.57K	﹤0.01%	336

Other funds holding UE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Edge Wealth Management's UE Position: Q1 2022 in Review

Edge Wealth Management sold out of Urban Edge Properties (UE) in Q1 2022, closing a stake of 233 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in UE in Q1 2015 and held it in 28 quarters. The position peaked at $7K in Q3 2016. 191 funds tracked by Wall St. Rank hold UE as of Q1 2022.

Edge Wealth Management reported no remaining Urban Edge Properties position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 233 Urban Edge Properties shares in Q1 2022, an estimated $4K.
Edge Wealth Management first reported a position in Urban Edge Properties in Q1 2015 and held it in 28 quarters.
Edge Wealth Management's Urban Edge Properties position peaked at $7K in Q3 2016.
191 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.