First Capital Advisors Group’s UDR UDR Stock Holding History

First Capital Advisors Group’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
2023 Q2	$6.87K	Buy	+160	New	+$6.58K	﹤0.01%	610
2018 Q2	–	Sell	-48	Closed	-$2K	–	723
2018 Q1	$2K	Buy	+48	New	+$1.69K	﹤0.01%	752

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

First Capital Advisors Group's UDR Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in UDR (UDR) in Q2 2023: 160 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in UDR as recently as Q1 2018.

First Capital Advisors Group first reported a position in UDR in Q1 2018 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

First Capital Advisors Group held 160 shares of UDR worth $6.87K as of Q2 2023.
UDR was a new First Capital Advisors Group position in Q2 2023.
UDR made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #610 holding.
First Capital Advisors Group first reported a position in UDR in Q1 2018 and has held it in 2 quarters since.
441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.