Gradient Investments’s UDR UDR Stock Holding History

Gradient Investments’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 Q1	–	Sell	-34	Closed	-$1.3K	–	1798
2023 Q4	$1.3K	Hold	34	–	–	﹤0.01%	1345
2023 Q3	$1.21K	Hold	34	–	–	﹤0.01%	1315
2023 Q2	$1.46K	Buy	+34	New	+$1.4K	﹤0.01%	1248

Other funds holding UDR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Gradient Investments's UDR Position: Q1 2024 in Review

Gradient Investments sold out of UDR (UDR) in Q1 2024, closing a stake of 34 shares — an estimated $1.3K sold.

Gradient Investments first reported a position in UDR in Q2 2023 and held it in 3 quarters. The position peaked at $1.46K in Q2 2023. 454 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

Gradient Investments reported no remaining UDR position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 34 UDR shares in Q1 2024, an estimated $1.3K.
Gradient Investments first reported a position in UDR in Q2 2023 and held it in 3 quarters.
Gradient Investments's UDR position peaked at $1.46K in Q2 2023.
454 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.