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Flagship Harbor Advisors’s UDR UDR Stock Holding History

Flagship Harbor Advisors’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
Q4 		– Sell
-203
Closed -$6K – 1687
2020
Q3 		$6K Buy
203
+60
+42% +$2.11K ﹤0.01% 1502
2020
Q2 		$5K Hold
143
– – ﹤0.01% 1599
2020
Q1 		$5K Hold
143
– – ﹤0.01% 1430
2019
Q4 		$7K Hold
143
– – ﹤0.01% 1450
2019
Q3 		$6K Hold
143
– – ﹤0.01% 1455
2019
Q2 		$6K Buy
+143
New +$6.44K ﹤0.01% 1463

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Flagship Harbor Advisors's UDR Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of UDR (UDR) in Q4 2020, closing a stake of 203 shares — an estimated $6K sold.

Flagship Harbor Advisors first reported a position in UDR in Q2 2019 and held it in 6 quarters. The position peaked at $7K in Q4 2019. 424 funds tracked by Wall St. Rank hold UDR as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining UDR position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 203 UDR shares in Q4 2020, an estimated $6K.
  • Flagship Harbor Advisors first reported a position in UDR in Q2 2019 and held it in 6 quarters.
  • Flagship Harbor Advisors's UDR position peaked at $7K in Q4 2019.
  • 424 funds tracked by Wall St. Rank held UDR as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.