Gemmer Asset Management’s Urban Edge Properties UE Stock Holding History

Gemmer Asset Management’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-225	Closed	-$4K	–	1072
2022 Q1	$4K	Hold	225	–	–	﹤0.01%	1032
2021 Q4	$4K	Hold	225	–	–	﹤0.01%	1084
2021 Q3	$4K	Hold	225	–	–	﹤0.01%	1078
2021 Q2	$4K	Hold	225	–	–	﹤0.01%	1225
2021 Q1	$4K	Hold	225	–	–	﹤0.01%	1188
2020 Q4	$3K	Buy	225 +13	+6%	+$156	﹤0.01%	1261
2020 Q3	$2K	Hold	212	–	–	﹤0.01%	1233
2020 Q2	$3K	Sell	212 -80	-27%	-$803	﹤0.01%	1088
2020 Q1	$3K	Buy	+292	New	+$4.8K	﹤0.01%	986
2018 Q4	–	Sell	-186	Closed	-$4K	–	1440
2018 Q3	$4K	Hold	186	–	–	﹤0.01%	1106
2018 Q2	$4K	Buy	186 +117	+170%	+$2.5K	﹤0.01%	1128
2018 Q1	$1K	Buy	+69	New	+$1.55K	﹤0.01%	1390
2016 Q4	–	Sell	-101	Closed	-$3K	–	1243
2016 Q3	$3K	Hold	101	–	–	﹤0.01%	1109
2016 Q2	$3K	Buy	+101	New	+$2.71K	﹤0.01%	1086

Other funds holding UE

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

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gemmer Asset Management sold out of Urban Edge Properties (UE) in Q2 2022, closing a stake of 225 shares — an estimated $4K sold.

Gemmer Asset Management first reported a position in UE in Q2 2016 and held it in 14 quarters. The position peaked at $4K in Q1 2022. 179 funds tracked by Wall St. Rank hold UE as of Q2 2022.

Gemmer Asset Management reported no remaining Urban Edge Properties position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 225 Urban Edge Properties shares in Q2 2022, an estimated $4K.
Gemmer Asset Management first reported a position in Urban Edge Properties in Q2 2016 and held it in 14 quarters.
Gemmer Asset Management's Urban Edge Properties position peaked at $4K in Q1 2022.
179 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2022.

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