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Hummer Financial Advisory Services’s UDR UDR Stock Holding History

Hummer Financial Advisory Services’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
2026
Q2 		$468K Hold
11,722
– – 0.31% 71
2026
Q1 		$396K Buy
11,722
+540
+5% +$19.8K 0.28% 75
2025
Q4 		$410K Sell
11,182
-540
-5% -$19.2K 0.29% 72
2025
Q3 		$437K Hold
11,722
– – 0.32% 67
2025
Q2 		$479K Hold
11,722
– – 0.36% 61
2025
Q1 		$529K Buy
11,722
+216
+2% +$9.25K 0.43% 47
2024
Q4 		$499K Sell
11,506
-216
-2% -$9.55K 0.39% 52
2024
Q3 		$531K Hold
11,722
– – 0.42% 46
2024
Q2 		$482K Sell
11,722
-335
-3% -$12.9K 0.42% 49
2024
Q1 		$451K Buy
12,057
+335
+3% +$12.3K 0.37% 50
2023
Q4 		$449K Hold
11,722
– – 0.41% 52
2023
Q3 		$418K Hold
11,722
– – 0.43% 50
2023
Q2 		$504K Hold
11,722
– – 0.49% 45
2023
Q1 		$481K Hold
11,722
– – 0.51% 44
2022
Q4 		$454K Hold
11,722
– – 0.5% 47
2022
Q3 		$489K Hold
11,722
– – 0.57% 39
2022
Q2 		$540K Hold
11,722
– – 0.61% 36
2022
Q1 		$672K Hold
11,722
– – 0.61% 34
2021
Q4 		$703K Hold
11,722
– – 0.59% 33
2021
Q3 		$621K Hold
11,722
– – 0.57% 38
2021
Q2 		$574K Hold
11,722
– – 0.53% 41
2021
Q1 		$514K Sell
11,722
-119
-1% -$4.92K 0.5% 47
2020
Q4 		$455K Hold
11,841
– – 0.48% 55
2020
Q3 		$386K Sell
11,841
-216
-2% -$7.58K 0.45% 54
2020
Q2 		$451K Buy
12,057
+335
+3% +$12.5K 0.58% 42
2020
Q1 		$428K Sell
11,722
-800
-6% -$36.2K 0.65% 41
2019
Q4 		$585K Buy
+12,522
New +$601K 0.63% 41

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VAM
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CNB
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PDN
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Wealth Enhancement Advisory Services
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PFS
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SOAMC
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DC
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PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return