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Elkfork Partners’s UDR UDR Stock Holding History

Elkfork Partners’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
Q3 		$1.5M Buy
30,998
+6,292
+25% +$296K 0.04% 311
2019
Q2 		$1.11M Buy
24,706
+5,258
+27% +$237K 0.03% 373
2019
Q1 		$884K Sell
19,448
-330
-2% -$14.3K 0.02% 404
2018
Q4 		$784K Sell
19,778
-2,134
-10% -$86.2K 0.02% 401
2018
Q3 		$886K Sell
21,912
-484
-2% -$18.8K 0.02% 412
2018
Q2 		$841K Buy
22,396
+7,942
+55% +$287K 0.02% 383
2018
Q1 		$515K Buy
14,454
+1,738
+14% +$61.2K 0.01% 512
2017
Q4 		$490K Buy
12,716
+924
+8% +$35.9K 0.01% 542
2017
Q3 		$448K Buy
11,792
+1,276
+12% +$49.5K 0.01% 517
2017
Q2 		$410K Sell
10,516
-10,604
-50% -$404K 0.01% 534
2017
Q1 		$766K Sell
21,120
-1,342
-6% -$48K 0.02% 354
2016
Q4 		$819K Buy
+22,462
New +$770K 0.03% 334

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 $51.1B AUM 35.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elkfork Partners's UDR Position: Q3 2019 in Review

Elkfork Partners increased its UDR (UDR) stake by 25% in Q3 2019, buying an estimated $296K and bringing the position to 30,998 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #311.

Elkfork Partners first reported a position in UDR in Q4 2016 and has held it in 12 quarters since. 425 funds tracked by Wall St. Rank hold UDR as of Q3 2019.

  • Elkfork Partners held 30,998 shares of UDR worth $1.5M as of Q3 2019.
  • Elkfork Partners bought 6,292 UDR shares in Q3 2019, an estimated $296K.
  • UDR made up 0.04% of Elkfork Partners's portfolio in Q3 2019, its #311 holding.
  • Elkfork Partners first reported a position in UDR in Q4 2016 and has held it in 12 quarters since.
  • 425 funds tracked by Wall St. Rank held UDR as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.