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Hexavest’s UDR UDR Stock Holding History

Hexavest’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
2020
Q2 		– Sell
-5,080
Closed -$186K – 455
2020
Q1 		$186K Buy
5,080
+1,547
+44% +$70K ﹤0.01% 276
2019
Q4 		$165K Sell
3,533
-846,239
-100% -$40.6M ﹤0.01% 306
2019
Q3 		$41.2M Sell
849,772
-10,363
-1% -$488K 0.55% 66
2019
Q2 		$38.6M Buy
860,135
+40,664
+5% +$1.83M 0.51% 72
2019
Q1 		$37.3M Buy
+819,471
New +$35.6M 0.47% 74

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Hexavest's UDR Position: Q2 2020 in Review

Hexavest sold out of UDR (UDR) in Q2 2020, closing a stake of 5,080 shares — an estimated $186K sold.

Hexavest first reported a position in UDR in Q1 2019 and held it in 5 quarters. The position peaked at $41.2M in Q3 2019. 401 funds tracked by Wall St. Rank hold UDR as of Q2 2020.

  • Hexavest reported no remaining UDR position as of Q2 2020 after selling out during the quarter.
  • Hexavest sold 5,080 UDR shares in Q2 2020, an estimated $186K.
  • Hexavest first reported a position in UDR in Q1 2019 and held it in 5 quarters.
  • Hexavest's UDR position peaked at $41.2M in Q3 2019.
  • 401 funds tracked by Wall St. Rank held UDR as of Q2 2020.

Based on Hexavest's 13F filing for Q2 2020, filed 10 Jul 2020.