Harvest Group Wealth Management’s Urban Edge Properties UE Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-66	Closed	-$1K	–	669
2020 Q4	$1K	Buy	+66	New	+$792	﹤0.01%	573
2020 Q1	–	Sell	-230	Closed	-$3.78K	–	1003
2019 Q4	$4K	Hold	230	–	–	﹤0.01%	459
2019 Q3	$5K	Sell	230 -28	-11%	-$497	0.01%	427
2019 Q2	$4K	Hold	258	–	–	0.01%	410
2019 Q1	$5K	Buy	+258	New	+$4.98K	﹤0.01%	399

Other funds holding UE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

Harvest Group Wealth Management sold out of Urban Edge Properties (UE) in Q1 2021, closing a stake of 66 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in UE in Q1 2019 and held it in 5 quarters. The position peaked at $5K in Q3 2019. 186 funds tracked by Wall St. Rank hold UE as of Q1 2021.

Harvest Group Wealth Management reported no remaining Urban Edge Properties position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 66 Urban Edge Properties shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Urban Edge Properties in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Urban Edge Properties position peaked at $5K in Q3 2019.
186 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2021.

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