Financial Gravity Asset Management’s UDR UDR Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-1,026	Closed	-$2.23K	–	848
2022 Q1	$2.23K	Buy	+1,026	New	+$58.2K	0.06%	281
2018 Q3	$0	Buy	+12	New	+$467	﹤0.01%	1626

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's UDR Position: Q2 2022 in Review

Financial Gravity Asset Management sold out of UDR (UDR) in Q2 2022, closing a stake of 1,026 shares — an estimated $2.23K sold.

Financial Gravity Asset Management first reported a position in UDR in Q3 2018 and held it in 2 quarters. The position peaked at $2.23K in Q1 2022. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Financial Gravity Asset Management reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 1,026 UDR shares in Q2 2022, an estimated $2.23K.
Financial Gravity Asset Management first reported a position in UDR in Q3 2018 and held it in 2 quarters.
Financial Gravity Asset Management's UDR position peaked at $2.23K in Q1 2022.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Financial Gravity Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.