Grantham, Mayo, Van Otterloo & Co (GMO)’s Urban Edge Properties UE Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2023 Q3	–	Sell	-11,400	Closed	-$176K	–	687
2023 Q2	$176K	Buy	+11,400	New	+$164K	﹤0.01%	650
2021 Q2	–	Sell	-132,341	Closed	-$2.19M	–	848
2021 Q1	$2.19M	Sell	132,341 -22,959	-15%	-$362K	0.01%	467
2020 Q4	$2.01M	Buy	155,300 +126,800	+445%	+$1.52M	0.01%	440
2020 Q3	$277K	Buy	+28,500	New	+$303K	﹤0.01%	700

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

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

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

WHG

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s UE Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Urban Edge Properties (UE) in Q3 2023, closing a stake of 11,400 shares — an estimated $176K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in UE in Q3 2020 and held it in 4 quarters. The position peaked at $2.19M in Q1 2021. 198 funds tracked by Wall St. Rank hold UE as of Q3 2023.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Urban Edge Properties position as of Q3 2023 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 11,400 Urban Edge Properties shares in Q3 2023, an estimated $176K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Urban Edge Properties in Q3 2020 and held it in 4 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Urban Edge Properties position peaked at $2.19M in Q1 2021.
198 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.