Envestnet Asset Management’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Envestnet Asset Management’s Portfolio UBA Stock Details UBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,879	Closed	-$295K	–	4213
2023 Q2	$295K	Sell	13,879 -228,363	-94%	-$4.26M	﹤0.01%	3496
2023 Q1	$16.9K	Buy	242,242 +228,326	+1,641%	+$4.1M	﹤0.01%	3936
2022 Q4	$264K	Hold	13,916	–	–	﹤0.01%	3509
2022 Q3	$216K	Buy	13,916 +36	+0.3%	+$613	﹤0.01%	3539
2022 Q2	$225K	Sell	13,880 -262	-2%	-$4.53K	﹤0.01%	3517
2022 Q1	$266K	Buy	14,142 +3,330	+31%	+$65.3K	﹤0.01%	3519
2021 Q4	$230K	Buy	+10,812	New	+$217K	﹤0.01%	3580

Other funds holding UBA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management's UBA Position: Q3 2023 in Review

Envestnet Asset Management sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q3 2023, closing a stake of 13,879 shares — an estimated $295K sold.

Envestnet Asset Management first reported a position in UBA in Q4 2021 and held it in 7 quarters. The position peaked at $295K in Q2 2023. 1 fund tracked by Wall St. Rank holds UBA as of Q3 2023.

Envestnet Asset Management reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q3 2023 after selling out during the quarter.
Envestnet Asset Management sold 13,879 Urstadt Biddle Properties Inc. Class A shares in Q3 2023, an estimated $295K.
Envestnet Asset Management first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2021 and held it in 7 quarters.
Envestnet Asset Management's Urstadt Biddle Properties Inc. Class A position peaked at $295K in Q2 2023.
1 fund tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.