Evolution Wealth Advisors’s UDR UDR Stock Holding History

Evolution Wealth Advisors’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
2020 Q4	–	Sell	-84	Closed	-$3K	–	634
2020 Q3	$3K	Hold	84	–	–	﹤0.01%	515
2020 Q2	$3K	Buy	+84	New	+$3.14K	﹤0.01%	453

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Evolution Wealth Advisors's UDR Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of UDR (UDR) in Q4 2020, closing a stake of 84 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in UDR in Q2 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 423 funds tracked by Wall St. Rank hold UDR as of Q4 2020.

Evolution Wealth Advisors reported no remaining UDR position as of Q4 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 84 UDR shares in Q4 2020, an estimated $3K.
Evolution Wealth Advisors first reported a position in UDR in Q2 2020 and held it in 2 quarters.
Evolution Wealth Advisors's UDR position peaked at $3K in Q3 2020.
423 funds tracked by Wall St. Rank held UDR as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.