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Global Endowment Management’s UDR UDR Stock Holding History

Global Endowment 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
2018
Q3 		– Sell
-25,100
Closed -$942K – 240
2018
Q2 		$942K Sell
25,100
-11,200
-31% -$405K 0.12% 105
2018
Q1 		$1.29M Sell
36,300
-7,300
-17% -$257K 0.19% 71
2017
Q4 		$1.68M Sell
43,600
-33,900
-44% -$1.32M 0.24% 69
2017
Q3 		$2.95M Buy
+77,500
New +$3M 0.42% 59
2014
Q1 		– Sell
-94,060
Closed -$2.2M – 254
2013
Q4 		$2.2M Buy
+94,060
New +$2.25M 0.44% 83

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Global Endowment Management's UDR Position: Q3 2018 in Review

Global Endowment Management sold out of UDR (UDR) in Q3 2018, closing a stake of 25,100 shares — an estimated $942K sold.

Global Endowment Management first reported a position in UDR in Q4 2013 and held it in 5 quarters. The position peaked at $2.95M in Q3 2017. 376 funds tracked by Wall St. Rank hold UDR as of Q3 2018.

  • Global Endowment Management reported no remaining UDR position as of Q3 2018 after selling out during the quarter.
  • Global Endowment Management sold 25,100 UDR shares in Q3 2018, an estimated $942K.
  • Global Endowment Management first reported a position in UDR in Q4 2013 and held it in 5 quarters.
  • Global Endowment Management's UDR position peaked at $2.95M in Q3 2017.
  • 376 funds tracked by Wall St. Rank held UDR as of Q3 2018.

Based on Global Endowment Management's 13F filing for Q3 2018, filed 9 Nov 2018.