Horst & Graben Wealth Management’s UDR UDR Stock Holding History

Horst & Graben 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 Q3	–	Sell	-4,373	Closed	-$201K	–	130
2022 Q2	$201K	Hold	4,373	–	–	0.05%	128
2022 Q1	$251K	Hold	4,373	–	–	0.06%	119
2021 Q4	$262K	Buy	4,373 +28	+0.6%	+$1.57K	0.07%	116
2021 Q3	$230K	Hold	4,345	–	–	0.06%	120
2021 Q2	$213K	Buy	+4,345	New	+$204K	0.06%	128

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Horst & Graben Wealth Management's UDR Position: Q3 2022 in Review

Horst & Graben Wealth Management sold out of UDR (UDR) in Q3 2022, closing a stake of 4,373 shares — an estimated $201K sold.

Horst & Graben Wealth Management first reported a position in UDR in Q2 2021 and held it in 5 quarters. The position peaked at $262K in Q4 2021. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Horst & Graben Wealth Management reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
Horst & Graben Wealth Management sold 4,373 UDR shares in Q3 2022, an estimated $201K.
Horst & Graben Wealth Management first reported a position in UDR in Q2 2021 and held it in 5 quarters.
Horst & Graben Wealth Management's UDR position peaked at $262K in Q4 2021.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Horst & Graben Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.