Finer Wealth Management’s UDR UDR Stock Holding History

Finer Wealth 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
2024 Q2	–	Sell	-8,064	Closed	-$302K	–	79
2024 Q1	$302K	Hold	8,064	–	–	0.2%	67
2023 Q4	$309K	Hold	8,064	–	–	0.23%	65
2023 Q3	$288K	Hold	8,064	–	–	0.23%	65
2023 Q2	$346K	Hold	8,064	–	–	0.27%	61
2023 Q1	$331K	Hold	8,064	–	–	0.28%	66
2022 Q4	$312K	Hold	8,064	–	–	0.29%	66
2022 Q3	$336K	Hold	8,064	–	–	0.33%	61
2022 Q2	$371K	Hold	8,064	–	–	0.34%	60
2022 Q1	$463K	Hold	8,064	–	–	0.38%	53
2021 Q4	$484K	Buy	+8,064	New	+$454K	0.4%	53

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Finer Wealth Management's UDR Position: Q2 2024 in Review

Finer Wealth Management sold out of UDR (UDR) in Q2 2024, closing a stake of 8,064 shares — an estimated $302K sold.

Finer Wealth Management first reported a position in UDR in Q4 2021 and held it in 10 quarters. The position peaked at $484K in Q4 2021. 481 funds tracked by Wall St. Rank hold UDR as of Q2 2024.

Finer Wealth Management reported no remaining UDR position as of Q2 2024 after selling out during the quarter.
Finer Wealth Management sold 8,064 UDR shares in Q2 2024, an estimated $302K.
Finer Wealth Management first reported a position in UDR in Q4 2021 and held it in 10 quarters.
Finer Wealth Management's UDR position peaked at $484K in Q4 2021.
481 funds tracked by Wall St. Rank held UDR as of Q2 2024.

Based on Finer Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.