E
UDR icon

Ergoteles’s UDR UDR Stock Holding History

Ergoteles’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
Q3 		– Sell
-7,205
Closed -$310K – 798
2023
Q2 		$310K Sell
7,205
-11,434
-61% -$470K 0.01% 760
2023
Q1 		$765K Buy
+18,639
New +$770K 0.03% 593
2021
Q4 		– Sell
-149,358
Closed -$7.91M – 1607
2021
Q3 		$7.91M Buy
+149,358
New +$7.98M 0.29% 95
2021
Q1 		– Sell
-51,938
Closed -$2M – 1067
2020
Q4 		$2M Buy
51,938
+30,138
+138% +$1.1M 0.07% 251
2020
Q3 		$711K Buy
+21,800
New +$765K 0.09% 173

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ergoteles's UDR Position: Q3 2023 in Review

Ergoteles sold out of UDR (UDR) in Q3 2023, closing a stake of 7,205 shares — an estimated $310K sold.

Ergoteles first reported a position in UDR in Q3 2020 and held it in 5 quarters. The position peaked at $7.91M in Q3 2021. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

  • Ergoteles reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 7,205 UDR shares in Q3 2023, an estimated $310K.
  • Ergoteles first reported a position in UDR in Q3 2020 and held it in 5 quarters.
  • Ergoteles's UDR position peaked at $7.91M in Q3 2021.
  • 448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.