EI
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Ellevest Inc’s Urban Edge Properties UE Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-26
Closed -$392 – 1545
2023
Q1 		$392 Buy
+26
New +$391 ﹤0.01% 1704
2022
Q2 		– Sell
-572
Closed -$11K – 1693
2022
Q1 		$11K Buy
572
+465
+435% +$8.61K ﹤0.01% 872
2021
Q4 		$2K Hold
107
– – ﹤0.01% 1210
2021
Q3 		$2K Hold
107
– – ﹤0.01% 1186
2021
Q2 		$2K Hold
107
– – ﹤0.01% 1078
2021
Q1 		$2K Hold
107
– – ﹤0.01% 1096
2020
Q4 		$1K Buy
+107
New +$1.28K ﹤0.01% 1120

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Ellevest Inc's UE Position: Q2 2023 in Review

Ellevest Inc sold out of Urban Edge Properties (UE) in Q2 2023, closing a stake of 26 shares — an estimated $392 sold.

Ellevest Inc first reported a position in UE in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 183 funds tracked by Wall St. Rank hold UE as of Q2 2023.

  • Ellevest Inc reported no remaining Urban Edge Properties position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 26 Urban Edge Properties shares in Q2 2023, an estimated $392.
  • Ellevest Inc first reported a position in Urban Edge Properties in Q4 2020 and held it in 7 quarters.
  • Ellevest Inc's Urban Edge Properties position peaked at $11K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2023.

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