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Friedberg Investment Management’s UDR UDR Stock Holding History

Friedberg Investment 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
2016
Q3 		– Sell
-18,420
Closed -$680K – 101
2016
Q2 		$680K Hold
18,420
– – 0.32% 69
2016
Q1 		$709K Buy
18,420
+6,400
+53% +$229K 0.35% 66
2015
Q4 		$451K Sell
12,020
-2,900
-19% -$104K 0.22% 80
2015
Q3 		$514K Buy
+14,920
New +$498K 0.25% 74

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Friedberg Investment Management's UDR Position: Q3 2016 in Review

Friedberg Investment Management sold out of UDR (UDR) in Q3 2016, closing a stake of 18,420 shares — an estimated $680K sold.

Friedberg Investment Management first reported a position in UDR in Q3 2015 and held it in 4 quarters. The position peaked at $709K in Q1 2016. 338 funds tracked by Wall St. Rank hold UDR as of Q3 2016.

  • Friedberg Investment Management reported no remaining UDR position as of Q3 2016 after selling out during the quarter.
  • Friedberg Investment Management sold 18,420 UDR shares in Q3 2016, an estimated $680K.
  • Friedberg Investment Management first reported a position in UDR in Q3 2015 and held it in 4 quarters.
  • Friedberg Investment Management's UDR position peaked at $709K in Q1 2016.
  • 338 funds tracked by Wall St. Rank held UDR as of Q3 2016.

Based on Friedberg Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.