Hourglass Capital’s UDR UDR Stock Holding History

Hourglass Capital’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
2021 Q3	–	Sell	-4,400	Closed	-$216K	–	131
2021 Q2	$216K	Buy	+4,400	New	+$207K	0.05%	127
2020 Q1	–	Sell	-4,400	Closed	-$205K	–	135
2019 Q4	$205K	Hold	4,400	–	–	0.06%	123
2019 Q3	$213K	Buy	+4,400	New	+$207K	0.06%	110
2019 Q2	–	Sell	-4,400	Closed	-$200K	–	113
2019 Q1	$200K	Buy	+4,400	New	+$191K	0.06%	109
2016 Q3	–	Sell	-7,563	Closed	-$279K	–	109
2016 Q2	$279K	Hold	7,563	–	–	0.07%	91
2016 Q1	$291K	Hold	7,563	–	–	0.07%	90
2015 Q4	$284K	Hold	7,563	–	–	0.07%	92
2015 Q3	$261K	Hold	7,563	–	–	0.06%	97
2015 Q2	$242K	Hold	7,563	–	–	0.04%	105
2015 Q1	$257K	Hold	7,563	–	–	0.04%	104
2014 Q4	$233K	Sell	7,563 -3,240	-30%	-$97.1K	0.04%	105
2014 Q3	$294K	Hold	10,803	–	–	0.04%	98
2014 Q2	$309K	Hold	10,803	–	–	0.04%	97
2014 Q1	$279K	Hold	10,803	–	–	0.05%	100
2013 Q4	$252K	Sell	10,803 -108	-1%	-$2.59K	0.04%	100
2013 Q3	$259K	Hold	10,911	–	–	0.05%	96
2013 Q2	$278K	Buy	+10,911	New	+$271K	0.05%	96

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return