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Harbor Investment Advisory’s UDR UDR Stock Holding History

Harbor Investment Advisory’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 		– Sell
-4
Closed -$165 – 1305
2024
Q2 		$165 Buy
+4
New +$154 ﹤0.01% 1210
2020
Q3 		– Sell
-140
Closed -$5K – 1248
2020
Q2 		$5K Buy
+140
New +$5.23K ﹤0.01% 877

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbor Investment Advisory's UDR Position: Q3 2024 in Review

Harbor Investment Advisory sold out of UDR (UDR) in Q3 2024, closing a stake of 4 shares — an estimated $165 sold.

Harbor Investment Advisory first reported a position in UDR in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 505 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

  • Harbor Investment Advisory reported no remaining UDR position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 4 UDR shares in Q3 2024, an estimated $165.
  • Harbor Investment Advisory first reported a position in UDR in Q2 2020 and held it in 2 quarters.
  • Harbor Investment Advisory's UDR position peaked at $5K in Q2 2020.
  • 505 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.