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Houlihan Financial Resource Group’s UDR UDR Stock Holding History

Houlihan Financial Resource Group’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
2020
Q3 		$102K Buy
+2,647
New +$92.9K 0.06% 129

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Houlihan Financial Resource Group's UDR Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in UDR (UDR) in Q3 2020: 2,647 shares worth $102K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings.

401 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

  • Houlihan Financial Resource Group held 2,647 shares of UDR worth $102K as of Q3 2020.
  • UDR was a new Houlihan Financial Resource Group position in Q3 2020.
  • UDR made up 0.06% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #129 holding.
  • 401 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.