Fortis Advisors’s UDR UDR Stock Holding History

Fortis 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
2023 Q2	–	Sell	-540	Closed	-$22.2K	–	240
2023 Q1	$22.2K	Hold	540	–	–	0.01%	177
2022 Q4	$20.9K	Hold	540	–	–	0.02%	178
2022 Q3	$23K	Hold	540	–	–	0.02%	172
2022 Q2	$25K	Hold	540	–	–	0.02%	186
2022 Q1	$31K	Hold	540	–	–	0.02%	196
2021 Q4	$32K	Hold	540	–	–	0.02%	178
2021 Q3	$29K	Hold	540	–	–	0.02%	192
2021 Q2	$26K	Buy	+540	New	+$25.4K	0.02%	200

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

Fortis Advisors's UDR Position: Q2 2023 in Review

Fortis Advisors sold out of UDR (UDR) in Q2 2023, closing a stake of 540 shares — an estimated $22.2K sold.

Fortis Advisors first reported a position in UDR in Q2 2021 and held it in 8 quarters. The position peaked at $32K in Q4 2021. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

Fortis Advisors reported no remaining UDR position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 540 UDR shares in Q2 2023, an estimated $22.2K.
Fortis Advisors first reported a position in UDR in Q2 2021 and held it in 8 quarters.
Fortis Advisors's UDR position peaked at $32K in Q4 2021.
441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.