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HeadInvest LLC’s UDR UDR Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-540
Closed -$19K – 667
2023
Q3 		$19K Buy
+540
New +$21.5K ﹤0.01% 472

Other funds holding UDR

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HeadInvest LLC's UDR Position: Q4 2023 in Review

HeadInvest LLC sold out of UDR (UDR) in Q4 2023, closing a stake of 540 shares — an estimated $19K sold.

HeadInvest LLC first reported a position in UDR in Q3 2023 and held it in 1 quarter. The position peaked at $19K in Q3 2023. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

  • HeadInvest LLC reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 540 UDR shares in Q4 2023, an estimated $19K.
  • HeadInvest LLC first reported a position in UDR in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's UDR position peaked at $19K in Q3 2023.
  • 461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.