Gideon Capital Advisors’s UDR UDR Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-14,003	Closed	-$654K	–	204
2019 Q4	$654K	Sell	14,003 -1,958	-12%	-$94K	0.22%	147
2019 Q3	$774K	Sell	15,961 -12,737	-44%	-$600K	0.25%	134
2019 Q2	$1.29M	Sell	28,698 -12,087	-30%	-$544K	0.44%	79
2019 Q1	$1.85M	Buy	40,785 +13,775	+51%	+$598K	0.66%	31
2018 Q4	$1.07M	Buy	+27,010	New	+$1.09M	0.44%	66
2018 Q3	–	Sell	-12,421	Closed	-$466K	–	495
2018 Q2	$466K	Sell	12,421 -28,008	-69%	-$1.01M	0.23%	157
2018 Q1	$1.44M	Buy	+40,429	New	+$1.42M	0.89%	8
2015 Q3	–	Sell	-85,581	Closed	-$2.74M	–	326
2015 Q2	$2.74M	Buy	+85,581	New	+$2.81M	1.13%	17
2015 Q1	–	Sell	-92,484	Closed	-$2.85M	–	307
2014 Q4	$2.85M	Sell	92,484 -11,407	-11%	-$342K	1.34%	14
2014 Q3	$2.83M	Buy	+103,891	New	+$3.01M	1.1%	19
2014 Q2	–	Sell	-29,931	Closed	-$773K	–	317
2014 Q1	$773K	Buy	29,931 +16,802	+128%	+$421K	0.43%	80
2013 Q4	$307K	Buy	+13,129	New	+$315K	0.18%	142

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gideon Capital Advisors's UDR Position: Q1 2020 in Review

Gideon Capital Advisors sold out of UDR (UDR) in Q1 2020, closing a stake of 14,003 shares — an estimated $654K sold.

Gideon Capital Advisors first reported a position in UDR in Q4 2013 and held it in 12 quarters. The position peaked at $2.85M in Q4 2014. 392 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

Gideon Capital Advisors reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 14,003 UDR shares in Q1 2020, an estimated $654K.
Gideon Capital Advisors first reported a position in UDR in Q4 2013 and held it in 12 quarters.
Gideon Capital Advisors's UDR position peaked at $2.85M in Q4 2014.
392 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.