Evergreen 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 | $4.93M | Buy |
120,811
+2,694
| +2% | +$110K | 0.15% | 161 |
|
|
2025
Q1 | $5.34M | Sell |
118,117
-7,647
| -6% | -$345K | 0.18% | 146 |
|
|
2024
Q4 | $5.46M | Buy |
125,764
+5,969
| +5% | +$259K | 0.18% | 142 |
|
|
2024
Q3 | $5.43M | Buy |
119,795
+6,152
| +5% | +$279K | 0.18% | 141 |
|
|
2024
Q2 | $4.68M | Buy |
113,643
+3,748
| +3% | +$154K | 0.17% | 148 |
|
|
2024
Q1 | $4.11M | Buy |
109,895
+4,472
| +4% | +$167K | 0.16% | 152 |
|
|
2023
Q4 | $4.04M | Sell |
105,423
-969
| -0.9% | -$37.1K | 0.16% | 157 |
|
|
2023
Q3 | $3.8M | Sell |
106,392
-4,441
| -4% | -$158K | 0.17% | 154 |
|
|
2023
Q2 | $4.76M | Sell |
110,833
-93,716
| -46% | -$4.03M | 0.2% | 139 |
|
|
2023
Q1 | $8.4M | Buy |
204,549
+1,112
| +0.5% | +$45.7K | 0.38% | 78 |
|
|
2022
Q4 | $7.88M | Buy |
203,437
+124,472
| +158% | +$4.82M | 0.37% | 79 |
|
|
2022
Q3 | $3.29M | Sell |
78,965
-1,799
| -2% | -$75K | 0.17% | 149 |
|
|
2022
Q2 | $3.72M | Sell |
80,764
-127,172
| -61% | -$5.85M | 0.19% | 141 |
|
|
2022
Q1 | $11.9M | Buy |
207,936
+9,254
| +5% | +$531K | 0.49% | 55 |
|
|
2021
Q4 | $11.9M | Buy |
198,682
+12,070
| +6% | +$724K | 0.48% | 55 |
|
|
2021
Q3 | $9.89M | Sell |
186,612
-14,685
| -7% | -$778K | 0.45% | 62 |
|
|
2021
Q2 | $9.86M | Sell |
201,297
-50,968
| -20% | -$2.5M | 0.47% | 49 |
|
|
2021
Q1 | $11.1M | Buy |
+252,265
| New | +$11.1M | 0.57% | 44 |
|