EDRH
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Edmond de Rothschild Holding’s UDR UDR Stock Holding History

Edmond de Rothschild Holding’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
2018
Q4 		– Sell
-3,475
Closed -$140K – 739
2018
Q3 		$140K Buy
+3,475
New +$135K ﹤0.01% 495
2018
Q1 		– Sell
-4,414
Closed -$170K – 825
2017
Q4 		$170K Buy
+4,414
New +$172K ﹤0.01% 523

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
State Street
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
PI
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Edmond de Rothschild Holding's UDR Position: Q4 2018 in Review

Edmond de Rothschild Holding sold out of UDR (UDR) in Q4 2018, closing a stake of 3,475 shares — an estimated $140K sold.

Edmond de Rothschild Holding first reported a position in UDR in Q4 2017 and held it in 2 quarters. The position peaked at $170K in Q4 2017. 404 funds tracked by Wall St. Rank hold UDR as of Q4 2018.

  • Edmond de Rothschild Holding reported no remaining UDR position as of Q4 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 3,475 UDR shares in Q4 2018, an estimated $140K.
  • Edmond de Rothschild Holding first reported a position in UDR in Q4 2017 and held it in 2 quarters.
  • Edmond de Rothschild Holding's UDR position peaked at $170K in Q4 2017.
  • 404 funds tracked by Wall St. Rank held UDR as of Q4 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2018, filed 14 Feb 2019.