Greenleaf Trust’s UDR UDR Stock Holding History

Greenleaf Trust’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
2022 Q2	–	Sell	-3,984	Closed	-$229K	–	791
2022 Q1	$229K	Buy	+3,984	New	+$226K	﹤0.01%	684
2018 Q1	–	Sell	-426	Closed	-$16K	–	653
2017 Q4	$16K	Hold	426	–	–	﹤0.01%	628
2017 Q3	$16K	Buy	+426	New	+$16.5K	﹤0.01%	617

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

Norges Bank Oslo, Norway $935B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenleaf Trust's UDR Position: Q2 2022 in Review

Greenleaf Trust sold out of UDR (UDR) in Q2 2022, closing a stake of 3,984 shares — an estimated $229K sold.

Greenleaf Trust first reported a position in UDR in Q3 2017 and held it in 3 quarters. The position peaked at $229K in Q1 2022. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Greenleaf Trust reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Greenleaf Trust sold 3,984 UDR shares in Q2 2022, an estimated $229K.
Greenleaf Trust first reported a position in UDR in Q3 2017 and held it in 3 quarters.
Greenleaf Trust's UDR position peaked at $229K in Q1 2022.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Greenleaf Trust's 13F filing for Q2 2022, filed 12 Aug 2022.