Gemmer Asset Management’s UDR UDR Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-65	Closed	-$3K	–	1071
2022 Q1	$3K	Hold	65	–	–	﹤0.01%	1117
2021 Q4	$4K	Hold	65	–	–	﹤0.01%	1083
2021 Q3	$3K	Hold	65	–	–	﹤0.01%	1151
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	1335
2021 Q1	$3K	Hold	65	–	–	﹤0.01%	1305
2020 Q4	$2K	Sell	65 -77	-54%	-$2.81K	﹤0.01%	1351
2020 Q3	$5K	Hold	142	–	–	﹤0.01%	895
2020 Q2	$5K	Hold	142	–	–	﹤0.01%	870
2020 Q1	$5K	Hold	142	–	–	﹤0.01%	781
2019 Q4	$7K	Hold	142	–	–	﹤0.01%	825
2019 Q3	$7K	Hold	142	–	–	﹤0.01%	835
2019 Q2	$6K	Hold	142	–	–	﹤0.01%	896
2019 Q1	$6K	Hold	142	–	–	﹤0.01%	931
2018 Q4	$6K	Hold	142	–	–	﹤0.01%	858
2018 Q3	$6K	Sell	142 -196	-58%	-$7.63K	﹤0.01%	958
2018 Q2	$13K	Buy	338 +3	+0.9%	+$109	﹤0.01%	592
2018 Q1	$12K	Sell	335 -15	-4%	-$528	﹤0.01%	620
2017 Q4	$13K	Hold	350	–	–	﹤0.01%	601
2017 Q3	$13K	Hold	350	–	–	﹤0.01%	564
2017 Q2	$14K	Hold	350	–	–	0.01%	516
2017 Q1	$13K	Buy	350 +63	+22%	+$2.25K	0.01%	547
2016 Q4	$10K	Buy	287 +121	+73%	+$4.15K	0.01%	626
2016 Q3	$6K	Hold	166	–	–	﹤0.01%	848
2016 Q2	$6K	Hold	166	–	–	﹤0.01%	811
2016 Q1	$6K	Sell	166 -20	-11%	-$715	﹤0.01%	779
2015 Q4	$7K	Buy	186 +69	+59%	+$2.48K	﹤0.01%	711
2015 Q3	$4K	Sell	117 -68	-37%	-$2.27K	﹤0.01%	914
2015 Q2	$6K	Buy	+185	New	+$6.08K	﹤0.01%	789

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gemmer Asset Management's UDR Position: Q2 2022 in Review

Gemmer Asset Management sold out of UDR (UDR) in Q2 2022, closing a stake of 65 shares — an estimated $3K sold.

Gemmer Asset Management first reported a position in UDR in Q2 2015 and held it in 28 quarters. The position peaked at $14K in Q2 2017. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Gemmer Asset Management reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 65 UDR shares in Q2 2022, an estimated $3K.
Gemmer Asset Management first reported a position in UDR in Q2 2015 and held it in 28 quarters.
Gemmer Asset Management's UDR position peaked at $14K in Q2 2017.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.