FW
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Fairway Wealth’s UDR UDR Stock Holding History

Fairway 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
2024
Q3 		– Sell
-25
Closed -$1.03K – 354
2024
Q2 		$1.03K Buy
+25
New +$964 ﹤0.01% 352

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fairway Wealth's UDR Position: Q3 2024 in Review

Fairway Wealth sold out of UDR (UDR) in Q3 2024, closing a stake of 25 shares — an estimated $1.03K sold.

Fairway Wealth first reported a position in UDR in Q2 2024 and held it in 1 quarter. The position peaked at $1.03K in Q2 2024. 505 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

  • Fairway Wealth reported no remaining UDR position as of Q3 2024 after selling out during the quarter.
  • Fairway Wealth sold 25 UDR shares in Q3 2024, an estimated $1.03K.
  • Fairway Wealth first reported a position in UDR in Q2 2024 and held it in 1 quarter.
  • Fairway Wealth's UDR position peaked at $1.03K in Q2 2024.
  • 505 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on Fairway Wealth's 13F filing for Q3 2024, filed 1 Nov 2024.