HighMark Wealth Management’s UDR UDR Stock Holding History

HighMark Wealth Management’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
2022 Q4	–	Sell	-34	Closed	-$1K	–	568
2022 Q3	$1K	Buy	+34	New	+$1.56K	﹤0.01%	500

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

HighMark Wealth Management's UDR Position: Q4 2022 in Review

HighMark Wealth Management sold out of UDR (UDR) in Q4 2022, closing a stake of 34 shares — an estimated $1K sold.

HighMark Wealth Management first reported a position in UDR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 444 funds tracked by Wall St. Rank hold UDR as of Q4 2022.

HighMark Wealth Management reported no remaining UDR position as of Q4 2022 after selling out during the quarter.
HighMark Wealth Management sold 34 UDR shares in Q4 2022, an estimated $1K.
HighMark Wealth Management first reported a position in UDR in Q3 2022 and held it in 1 quarter.
HighMark Wealth Management's UDR position peaked at $1K in Q3 2022.
444 funds tracked by Wall St. Rank held UDR as of Q4 2022.

Based on HighMark Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.