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Hazelview Securities’s Urban Edge Properties UE Stock Holding History

Hazelview Securities’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
2023
Q4 		– Sell
-28,300
Closed -$422K – 52
2023
Q3 		$422K Sell
28,300
-7,100
-20% -$116K 0.08% 31
2023
Q2 		$555K Buy
+35,400
New +$510K 0.09% 25
2020
Q3 		– Sell
-319,391
Closed -$3.67M – 35
2020
Q2 		$3.67M Sell
319,391
-128,000
-29% -$1.28M 0.76% 32
2020
Q1 		$3.47M Buy
447,391
+263,746
+144% +$4.33M 0.89% 27
2019
Q4 		$3.44M Buy
+183,645
New +$3.71M 0.7% 33

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hazelview Securities's UE Position: Q4 2023 in Review

Hazelview Securities sold out of Urban Edge Properties (UE) in Q4 2023, closing a stake of 28,300 shares — an estimated $422K sold.

Hazelview Securities first reported a position in UE in Q4 2019 and held it in 5 quarters. The position peaked at $3.67M in Q2 2020. 224 funds tracked by Wall St. Rank hold UE as of Q4 2023.

  • Hazelview Securities reported no remaining Urban Edge Properties position as of Q4 2023 after selling out during the quarter.
  • Hazelview Securities sold 28,300 Urban Edge Properties shares in Q4 2023, an estimated $422K.
  • Hazelview Securities first reported a position in Urban Edge Properties in Q4 2019 and held it in 5 quarters.
  • Hazelview Securities's Urban Edge Properties position peaked at $3.67M in Q2 2020.
  • 224 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2023.

Based on Hazelview Securities's 13F filing for Q4 2023, filed 14 Feb 2024.