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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
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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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.