Ellevest Inc’s Cedar Realty Trust, Inc CDR Stock Holding History

Ellevest Inc’s Portfolio CDR Stock Details CDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-96	Closed	-$1K	–	1414
2020 Q1	$1K	Buy	96 +15	+19%	+$232	﹤0.01%	1031
2019 Q4	$2K	Buy	+81	New	+$1.57K	﹤0.01%	709

Other funds holding CDR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ellevest Inc's CDR Position: Q2 2020 in Review

Ellevest Inc sold out of Cedar Realty Trust, Inc (CDR) in Q2 2020, closing a stake of 96 shares — an estimated $1K sold.

Ellevest Inc first reported a position in CDR in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 110 funds tracked by Wall St. Rank hold CDR as of Q2 2020.

Ellevest Inc reported no remaining Cedar Realty Trust, Inc position as of Q2 2020 after selling out during the quarter.
Ellevest Inc sold 96 Cedar Realty Trust, Inc shares in Q2 2020, an estimated $1K.
Ellevest Inc first reported a position in Cedar Realty Trust, Inc in Q4 2019 and held it in 2 quarters.
Ellevest Inc's Cedar Realty Trust, Inc position peaked at $2K in Q4 2019.
110 funds tracked by Wall St. Rank held Cedar Realty Trust, Inc as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.