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GHP Investment Advisors’s UDR UDR Stock Holding History

GHP Investment 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
2024
Q3 		– Sell
-1,905
Closed -$78.4K – 1077
2024
Q2 		$78.4K Hold
1,905
– – ﹤0.01% 455
2024
Q1 		$71.3K Buy
+1,905
New +$70.1K ﹤0.01% 467
2022
Q2 		– Sell
-104
Closed -$6K – 1030
2022
Q1 		$6K Buy
+104
New +$5.9K ﹤0.01% 811

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GHP Investment Advisors's UDR Position: Q3 2024 in Review

GHP Investment Advisors sold out of UDR (UDR) in Q3 2024, closing a stake of 1,905 shares — an estimated $78.4K sold.

GHP Investment Advisors first reported a position in UDR in Q1 2022 and held it in 3 quarters. The position peaked at $78.4K in Q2 2024. 505 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

  • GHP Investment Advisors reported no remaining UDR position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 1,905 UDR shares in Q3 2024, an estimated $78.4K.
  • GHP Investment Advisors first reported a position in UDR in Q1 2022 and held it in 3 quarters.
  • GHP Investment Advisors's UDR position peaked at $78.4K in Q2 2024.
  • 505 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.