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Independent Order of Foresters’s UDR UDR Stock Holding History

Independent Order of Foresters’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
2018
Q2 		– Sell
-8,770
Closed -$312K – 80
2018
Q1 		$312K Hold
8,770
– – 0.29% 62
2017
Q4 		$338K Sell
8,770
-2,472
-22% -$96.1K 0.3% 61
2017
Q3 		$428K Hold
11,242
– – 0.35% 57
2017
Q2 		$438K Hold
11,242
– – 0.36% 58
2017
Q1 		$408K Hold
11,242
– – 0.35% 63
2016
Q4 		$410K Sell
11,242
-420
-4% -$14.4K 0.35% 60
2016
Q3 		$420K Sell
11,662
-840
-7% -$30.6K 0.34% 62
2016
Q2 		$462K Hold
12,502
– – 0.34% 54
2016
Q1 		$482K Hold
12,502
– – 0.37% 53
2015
Q4 		$470K Hold
12,502
– – 0.37% 53
2015
Q3 		$431K Buy
12,502
+4,100
+49% +$137K 0.37% 58
2015
Q2 		$269K Hold
8,402
– – 0.26% 75
2015
Q1 		$286K Sell
8,402
-4,000
-32% -$132K 0.27% 74
2014
Q4 		$382K Sell
12,402
-4,500
-27% -$135K 0.4% 66
2014
Q3 		$461K Sell
16,902
-15,200
-47% -$440K 0.46% 57
2014
Q2 		$919K Sell
32,102
-17,000
-35% -$458K 0.83% 26
2014
Q1 		$1.27M Sell
49,102
-12,000
-20% -$300K 1.17% 23
2013
Q4 		$1.43M Sell
61,102
-15,000
-20% -$359K 1.41% 17
2013
Q3 		$1.8M Buy
76,102
+22,900
+43% +$557K 1.77% 11
2013
Q2 		$1.36M Buy
+53,202
New +$1.32M 1.36% 17

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Order of Foresters's UDR Position: Q2 2018 in Review

Independent Order of Foresters sold out of UDR (UDR) in Q2 2018, closing a stake of 8,770 shares — an estimated $312K sold.

Independent Order of Foresters first reported a position in UDR in Q2 2013 and held it in 20 quarters. The position peaked at $1.8M in Q3 2013. 380 funds tracked by Wall St. Rank hold UDR as of Q2 2018.

  • Independent Order of Foresters reported no remaining UDR position as of Q2 2018 after selling out during the quarter.
  • Independent Order of Foresters sold 8,770 UDR shares in Q2 2018, an estimated $312K.
  • Independent Order of Foresters first reported a position in UDR in Q2 2013 and held it in 20 quarters.
  • Independent Order of Foresters's UDR position peaked at $1.8M in Q3 2013.
  • 380 funds tracked by Wall St. Rank held UDR as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.