Harvest Group Wealth Management’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Harvest Group Wealth Management’s Portfolio UBA Stock Details UBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-55	Closed	-$1K	–	824
2020 Q4	$1K	Hold	55	–	–	﹤0.01%	622
2020 Q3	$1K	Buy	+55	New	+$545	﹤0.01%	566
2020 Q1	–	Sell	-63	Closed	-$1K	–	1180
2019 Q4	$1K	Hold	63	–	–	﹤0.01%	952
2019 Q3	$1K	Buy	+63	New	+$1.38K	﹤0.01%	1004

Other funds holding UBA

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

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

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

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harvest Group Wealth Management's UBA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2021, closing a stake of 55 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in UBA in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 141 funds tracked by Wall St. Rank hold UBA as of Q1 2021.

Harvest Group Wealth Management reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 55 Urstadt Biddle Properties Inc. Class A shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Urstadt Biddle Properties Inc. Class A in Q3 2019 and held it in 4 quarters.
Harvest Group Wealth Management's Urstadt Biddle Properties Inc. Class A position peaked at $1K in Q4 2020.
141 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.