EW
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Evoke Wealth’s UDR UDR Stock Holding History

Evoke Wealth’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
Q2 		– Sell
-7
Closed – – 1251
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1255
2021
Q4 		$0 Buy
+7
New +$394 ﹤0.01% 1239
2021
Q2 		– Sell
-4
Closed – – 1235
2021
Q1 		$0 Hold
4
– – ﹤0.01% 1207
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1079
2020
Q3 		$0 Sell
4
-53
-93% -$1.86K ﹤0.01% 1137
2020
Q2 		$2K Buy
57
+48
+533% +$1.79K ﹤0.01% 905
2020
Q1 		$329 Sell
9
-63
-88% -$2.85K ﹤0.01% 1055
2019
Q4 		$3.36K Hold
72
– – ﹤0.01% 991
2019
Q3 		$3.49K Buy
+72
New +$3.39K ﹤0.01% 1096

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's UDR Position: Q2 2022 in Review

Evoke Wealth sold out of UDR (UDR) in Q2 2022, closing a stake of 7 shares.

Evoke Wealth first reported a position in UDR in Q3 2019 and held it in 9 quarters. The position peaked at $3.49K in Q3 2019. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

  • Evoke Wealth reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
  • Evoke Wealth sold 7 UDR shares in Q2 2022.
  • Evoke Wealth first reported a position in UDR in Q3 2019 and held it in 9 quarters.
  • Evoke Wealth's UDR position peaked at $3.49K in Q3 2019.
  • 456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.