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HM Payson & Co’s UDR UDR Stock Holding History

HM Payson & Co’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
2024
Q4 		– Sell
-41
Closed -$1.86K – 1147
2024
Q3 		$1.86K Buy
+41
New +$1.76K ﹤0.01% 977

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HM Payson & Co's UDR Position: Q4 2024 in Review

HM Payson & Co sold out of UDR (UDR) in Q4 2024, closing a stake of 41 shares — an estimated $1.86K sold.

HM Payson & Co first reported a position in UDR in Q3 2024 and held it in 1 quarter. The position peaked at $1.86K in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

  • HM Payson & Co reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 41 UDR shares in Q4 2024, an estimated $1.86K.
  • HM Payson & Co first reported a position in UDR in Q3 2024 and held it in 1 quarter.
  • HM Payson & Co's UDR position peaked at $1.86K in Q3 2024.
  • 511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.