EI
UDR icon

Ellevest Inc’s UDR UDR Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-5,208
Closed -$214K – 1544
2023
Q1 		$214K Buy
5,208
+799
+18% +$33K 0.02% 309
2022
Q4 		$171K Sell
4,409
-1,283
-23% -$50.7K 0.01% 329
2022
Q3 		$237K Buy
5,692
+123
+2% +$5.64K 0.02% 242
2022
Q2 		$256K Sell
5,569
-34
-0.6% -$1.72K 0.02% 234
2022
Q1 		$321K Buy
5,603
+757
+16% +$43K 0.03% 222
2021
Q4 		$291K Buy
4,846
+556
+13% +$31.3K 0.03% 220
2021
Q3 		$227K Buy
4,290
+301
+8% +$16.1K 0.02% 249
2021
Q2 		$195K Buy
3,989
+1,724
+76% +$81.1K 0.02% 265
2021
Q1 		$99K Sell
2,265
-318
-12% -$13.2K 0.01% 340
2020
Q4 		$99K Buy
2,583
+2,265
+712% +$82.6K 0.01% 312
2020
Q3 		$10K Sell
318
-426
-57% -$15K ﹤0.01% 664
2020
Q2 		$28K Buy
744
+638
+602% +$23.8K 0.01% 442
2020
Q1 		$4K Buy
+106
New +$4.8K ﹤0.01% 685

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's UDR Position: Q2 2023 in Review

Ellevest Inc sold out of UDR (UDR) in Q2 2023, closing a stake of 5,208 shares — an estimated $214K sold.

Ellevest Inc first reported a position in UDR in Q1 2020 and held it in 13 quarters. The position peaked at $321K in Q1 2022. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

  • Ellevest Inc reported no remaining UDR position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 5,208 UDR shares in Q2 2023, an estimated $214K.
  • Ellevest Inc first reported a position in UDR in Q1 2020 and held it in 13 quarters.
  • Ellevest Inc's UDR position peaked at $321K in Q1 2022.
  • 441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.