Hill Winds Capital’s Urban Edge Properties UE Stock Holding History

Hill Winds Capital’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
2022 Q4	–	Sell	-200,000	Closed	-$2.67M	–	46
2022 Q3	$2.67M	Buy	+200,000	New	+$3.12M	1.19%	33
2020 Q3	–	Sell	-140,000	Closed	-$1.66M	–	40
2020 Q2	$1.66M	Buy	+140,000	New	+$1.4M	2.39%	21
2019 Q3	–	Sell	-420,000	Closed	-$7.28M	–	31
2019 Q2	$7.28M	Buy	420,000 +175,000	+71%	+$3.19M	5.91%	5
2019 Q1	$4.66M	Buy	+245,000	New	+$4.73M	3.77%	15

Other funds holding UE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management

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