Everence Capital Management’s Urban Edge Properties UE Stock Holding History

Everence Capital Management’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
2024 Q4	–	Sell	-13,970	Closed	-$299K	–	1033
2024 Q3	$299K	Hold	13,970	–	–	0.02%	593
2024 Q2	$234	Hold	13,970	–	–	0.02%	628
2024 Q1	$241	Hold	13,970	–	–	0.02%	653
2023 Q4	$256K	Hold	13,970	–	–	0.02%	611
2023 Q3	$213	Hold	13,970	–	–	0.02%	651
2023 Q2	$186K	Hold	13,970	–	–	0.02%	664
2023 Q1	$210	Hold	13,970	–	–	0.02%	666
2022 Q4	$197	Hold	13,970	–	–	0.02%	696
2022 Q3	$186K	Buy	+13,970	New	+$218K	0.02%	667

Other funds holding UE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Everence Capital Management's UE Position: Q4 2024 in Review

Everence Capital Management sold out of Urban Edge Properties (UE) in Q4 2024, closing a stake of 13,970 shares — an estimated $299K sold.

Everence Capital Management first reported a position in UE in Q3 2022 and held it in 9 quarters. The position peaked at $299K in Q3 2024. 236 funds tracked by Wall St. Rank hold UE as of Q4 2024.

Everence Capital Management reported no remaining Urban Edge Properties position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 13,970 Urban Edge Properties shares in Q4 2024, an estimated $299K.
Everence Capital Management first reported a position in Urban Edge Properties in Q3 2022 and held it in 9 quarters.
Everence Capital Management's Urban Edge Properties position peaked at $299K in Q3 2024.
236 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.