Forward Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-110,035
| Closed | -$4.59M | – | 29 |
|
|
2022
Q3 | $4.59M | Sell |
110,035
-20,000
| -15% | -$918K | 0.51% | 15 |
|
|
2022
Q2 | $5.99M | Hold |
130,035
| – | – | 0.65% | 9 |
|
|
2022
Q1 | $7.46M | Buy |
130,035
+30,035
| +30% | +$1.7M | 0.78% | 9 |
|
|
2021
Q4 | $6M | Buy |
+100,000
| New | +$5.63M | 0.58% | 12 |
|
|
2021
Q2 | – | Sell |
-30,000
| Closed | -$1.32M | – | 27 |
|
|
2021
Q1 | $1.32M | Buy |
+30,000
| New | +$1.24M | 0.27% | 14 |
|
|
2020
Q1 | – | Sell |
-25,000
| Closed | -$1.17M | – | 50 |
|
|
2019
Q4 | $1.17M | Buy |
+25,000
| New | +$1.2M | 0.18% | 26 |
|
|
2016
Q1 | – | Sell |
-8,408
| Closed | -$316K | – | 262 |
|
|
2015
Q4 | $316K | Sell |
8,408
-10,000
| -54% | -$359K | 0.03% | 219 |
|
|
2015
Q3 | $635K | Sell |
18,408
-25,200
| -58% | -$840K | 0.05% | 177 |
|
|
2015
Q2 | $1.4M | Sell |
43,608
-26,300
| -38% | -$864K | 0.09% | 136 |
|
|
2015
Q1 | $2.38M | Sell |
69,908
-14,000
| -17% | -$460K | 0.14% | 99 |
|
|
2014
Q4 | $2.59M | Hold |
83,908
| – | – | 0.14% | 100 |
|
|
2014
Q3 | $2.29M | Sell |
83,908
-16,400
| -16% | -$474K | 0.14% | 100 |
|
|
2014
Q2 | $2.87M | Sell |
100,308
-13,300
| -12% | -$358K | 0.17% | 83 |
|
|
2014
Q1 | $2.94M | Buy |
113,608
+5,700
| +5% | +$143K | 0.17% | 81 |
|
|
2013
Q4 | $2.52M | Buy |
107,908
+11,500
| +12% | +$276K | 0.15% | 82 |
|
|
2013
Q3 | $2.29M | Hold |
96,408
| – | – | 0.15% | 86 |
|
|
2013
Q2 | $2.46M | Buy |
+96,408
| New | +$2.39M | 0.2% | 88 |
|
Other funds holding UDR
