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Hillsdale Investment Management’s Urban Edge Properties UE Stock Holding History

Hillsdale Investment Management’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
2024
Q2 		– Sell
-320
Closed -$5.53K – 702
2024
Q1 		$5.53K Hold
320
– – ﹤0.01% 565
2023
Q4 		$5.86K Buy
+320
New +$5.27K ﹤0.01% 507
2019
Q1 		– Sell
-27,000
Closed -$449K – 687
2018
Q4 		$449K Buy
+27,000
New +$532K 0.05% 271

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Hillsdale Investment Management's UE Position: Q2 2024 in Review

Hillsdale Investment Management sold out of Urban Edge Properties (UE) in Q2 2024, closing a stake of 320 shares — an estimated $5.53K sold.

Hillsdale Investment Management first reported a position in UE in Q4 2018 and held it in 3 quarters. The position peaked at $449K in Q4 2018. 214 funds tracked by Wall St. Rank hold UE as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Urban Edge Properties position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 320 Urban Edge Properties shares in Q2 2024, an estimated $5.53K.
  • Hillsdale Investment Management first reported a position in Urban Edge Properties in Q4 2018 and held it in 3 quarters.
  • Hillsdale Investment Management's Urban Edge Properties position peaked at $449K in Q4 2018.
  • 214 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2024.

Based on Hillsdale Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.