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GYL Financial Synergies’s UDR UDR Stock Holding History

GYL Financial Synergies’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
Q3 		$2.66M Buy
58,719
+2,570
+5% +$110K 0.2% 103
2024
Q2 		$2.31M Buy
56,149
+6,198
+12% +$239K 0.18% 109
2024
Q1 		$1.87M Buy
49,951
+83
+0.2% +$3.05K 0.15% 127
2023
Q4 		$1.91M Buy
+49,868
New +$1.73M 0.16% 128

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GYL Financial Synergies's UDR Position: Q3 2024 in Review

GYL Financial Synergies increased its UDR (UDR) stake by 4.6% in Q3 2024, buying an estimated $110K and bringing the position to 58,719 shares worth $2.66M. The position accounts for 0.2% of the portfolio, ranked #103.

GYL Financial Synergies first reported a position in UDR in Q4 2023 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

  • GYL Financial Synergies held 58,719 shares of UDR worth $2.66M as of Q3 2024.
  • GYL Financial Synergies bought 2,570 UDR shares in Q3 2024, an estimated $110K.
  • UDR made up 0.2% of GYL Financial Synergies's portfolio in Q3 2024, its #103 holding.
  • GYL Financial Synergies first reported a position in UDR in Q4 2023 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.