Everence Capital Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
9,920
+4,410
| +80% | +$180K | 0.03% | 443 |
|
|
2025
Q1 | $249K | Hold |
5,510
| – | – | 0.02% | 653 |
|
|
2024
Q4 | $239K | Sell |
5,510
-9,370
| -63% | -$406K | 0.02% | 694 |
|
|
2024
Q3 | $675K | Hold |
14,880
| – | – | 0.04% | 327 |
|
|
2024
Q2 | $567 | Hold |
14,880
| – | – | 0.04% | 349 |
|
|
2024
Q1 | $557 | Hold |
14,880
| – | – | 0.04% | 382 |
|
|
2023
Q4 | $570K | Buy |
14,880
+6,280
| +73% | +$241K | 0.04% | 358 |
|
|
2023
Q3 | $307 | Hold |
8,600
| – | – | 0.02% | 541 |
|
|
2023
Q2 | $341K | Hold |
8,600
| – | – | 0.03% | 479 |
|
|
2023
Q1 | $353 | Hold |
8,600
| – | – | 0.03% | 476 |
|
|
2022
Q4 | $333 | Buy |
+8,600
| New | +$333 | 0.03% | 503 |
|
|
2019
Q1 | – | Sell |
-10,721
| Closed | -$425K | – | 649 |
|
|
2018
Q4 | $425K | Hold |
10,721
| – | – | 0.1% | 225 |
|
|
2018
Q3 | $433K | Hold |
10,721
| – | – | 0.09% | 248 |
|
|
2018
Q2 | $402K | Hold |
10,721
| – | – | 0.09% | 257 |
|
|
2018
Q1 | $382K | Hold |
10,721
| – | – | 0.08% | 261 |
|
|
2017
Q4 | $413K | Hold |
10,721
| – | – | 0.09% | 248 |
|
|
2017
Q3 | $408K | Hold |
10,721
| – | – | 0.09% | 250 |
|
|
2017
Q2 | $418K | Hold |
10,721
| – | – | 0.1% | 239 |
|
|
2017
Q1 | $389K | Hold |
10,721
| – | – | 0.1% | 242 |
|
|
2016
Q4 | $391K | Buy |
+10,721
| New | +$391K | 0.11% | 225 |
|