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Ferguson Wellman Capital Management’s UDR UDR Stock Holding History

Ferguson Wellman Capital 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
2020
Q1 		– Sell
-4,286
Closed -$200K – 356
2019
Q4 		$200K Sell
4,286
-745
-15% -$35.8K 0.01% 349
2019
Q3 		$244K Sell
5,031
-695
-12% -$32.7K 0.01% 316
2019
Q2 		$257K Sell
5,726
-290
-5% -$13.1K 0.01% 301
2019
Q1 		$273K Sell
6,016
-1,575
-21% -$68.4K 0.01% 307
2018
Q4 		$301K Sell
7,591
-310
-4% -$12.5K 0.01% 289
2018
Q3 		$319K Sell
7,901
-2,055
-21% -$80K 0.01% 276
2018
Q2 		$374K Sell
9,956
-935
-9% -$33.8K 0.01% 274
2018
Q1 		$388K Sell
10,891
-1,305
-11% -$46K 0.01% 269
2017
Q4 		$470K Sell
12,196
-1,220
-9% -$47.4K 0.02% 250
2017
Q3 		$510K Sell
13,416
-490
-4% -$19K 0.02% 234
2017
Q2 		$542K Sell
13,906
-935
-6% -$35.6K 0.02% 226
2017
Q1 		$538K Sell
14,841
-150
-1% -$5.36K 0.02% 225
2016
Q4 		$547K Sell
14,991
-690
-4% -$23.6K 0.02% 223
2016
Q3 		$564K Sell
15,681
-1,770
-10% -$64.5K 0.02% 201
2016
Q2 		$644K Sell
17,451
-7,788
-31% -$279K 0.03% 196
2016
Q1 		$972K Sell
25,239
-51,172
-67% -$1.83M 0.04% 179
2015
Q4 		$2.87M Buy
76,411
+720
+1% +$25.8K 0.12% 144
2015
Q3 		$2.61M Sell
75,691
-670
-0.9% -$22.3K 0.12% 147
2015
Q2 		$2.45M Buy
76,361
+95
+0.1% +$3.12K 0.1% 158
2015
Q1 		$2.6M Buy
76,266
+2,145
+3% +$70.5K 0.11% 157
2014
Q4 		$2.28M Buy
74,121
+2,665
+4% +$79.9K 0.09% 164
2014
Q3 		$1.95M Buy
71,456
+3,125
+5% +$90.4K 0.08% 168
2014
Q2 		$1.96M Buy
68,331
+1,065
+2% +$28.7K 0.08% 168
2014
Q1 		$1.74M Buy
67,266
+2,470
+4% +$61.8K 0.08% 171
2013
Q4 		$1.51M Sell
64,796
-9,900
-13% -$237K 0.07% 172
2013
Q3 		$1.77M Buy
+74,696
New +$1.82M 0.09% 159

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ferguson Wellman Capital Management's UDR Position: Q1 2020 in Review

Ferguson Wellman Capital Management sold out of UDR (UDR) in Q1 2020, closing a stake of 4,286 shares — an estimated $200K sold.

Ferguson Wellman Capital Management first reported a position in UDR in Q3 2013 and held it in 26 quarters. The position peaked at $2.87M in Q4 2015. 392 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

  • Ferguson Wellman Capital Management reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 4,286 UDR shares in Q1 2020, an estimated $200K.
  • Ferguson Wellman Capital Management first reported a position in UDR in Q3 2013 and held it in 26 quarters.
  • Ferguson Wellman Capital Management's UDR position peaked at $2.87M in Q4 2015.
  • 392 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.