Evermay Wealth Management’s UDR UDR Stock Holding History

Evermay Wealth Management’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
2022 Q1	–	Sell	-800	Closed	-$48K	–	574
2021 Q4	$48K	Hold	800	–	–	0.01%	283
2021 Q3	$42K	Hold	800	–	–	0.01%	285
2021 Q2	$39K	Buy	+800	New	+$37.6K	0.01%	313

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Evermay Wealth Management's UDR Position: Q1 2022 in Review

Evermay Wealth Management sold out of UDR (UDR) in Q1 2022, closing a stake of 800 shares — an estimated $48K sold.

Evermay Wealth Management first reported a position in UDR in Q2 2021 and held it in 3 quarters. The position peaked at $48K in Q4 2021. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

Evermay Wealth Management reported no remaining UDR position as of Q1 2022 after selling out during the quarter.
Evermay Wealth Management sold 800 UDR shares in Q1 2022, an estimated $48K.
Evermay Wealth Management first reported a position in UDR in Q2 2021 and held it in 3 quarters.
Evermay Wealth Management's UDR position peaked at $48K in Q4 2021.
501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Evermay Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.