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 $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments

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

Geode Capital Management

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

JP Morgan Chase

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return