Investment Management of Virginia’s UDR UDR Stock Holding History

Investment Management of Virginia’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 Q2	–	Sell	-3,568	Closed	-$205K	–	181
2022 Q1	$205K	Hold	3,568	–	–	0.04%	178
2021 Q4	$214K	Buy	+3,568	New	+$201K	0.03%	177
2019 Q4	–	Sell	-5,323	Closed	-$258K	–	143
2019 Q3	$258K	Sell	5,323 -269	-5%	-$12.7K	0.06%	132
2019 Q2	$251K	Sell	5,592 -5,592	-50%	-$252K	0.06%	140
2019 Q1	$508K	Buy	11,184 +4,052	+57%	+$176K	0.06%	144
2018 Q4	$283K	Hold	7,132	–	–	0.07%	140
2018 Q3	$288K	Hold	7,132	–	–	0.06%	143
2018 Q2	$268K	Hold	7,132	–	–	0.06%	138
2018 Q1	$254K	Hold	7,132	–	–	0.06%	139
2017 Q4	$275K	Hold	7,132	–	–	0.07%	136
2017 Q3	$271K	Sell	7,132 -440	-6%	-$17.1K	0.06%	134
2017 Q2	$295K	Hold	7,572	–	–	0.07%	129
2017 Q1	$275K	Sell	7,572 -365	-5%	-$13K	0.07%	134
2016 Q4	$290K	Sell	7,937 -300	-4%	-$10.3K	0.07%	136
2016 Q3	$296K	Hold	8,237	–	–	0.07%	133
2016 Q2	$304K	Sell	8,237 -648	-7%	-$23.2K	0.08%	133
2016 Q1	$342K	Sell	8,885 -363	-4%	-$13K	0.09%	130
2015 Q4	$347K	Sell	9,248 -2	-0%	-$72	0.09%	136
2015 Q3	$319K	Sell	9,250 -300	-3%	-$10K	0.08%	140
2015 Q2	$306K	Hold	9,550	–	–	0.07%	144
2015 Q1	$325K	Hold	9,550	–	–	0.07%	138
2014 Q4	$294K	Hold	9,550	–	–	0.06%	142
2014 Q3	$260K	Hold	9,550	–	–	0.05%	139
2014 Q2	$273K	Hold	9,550	–	–	0.04%	143
2014 Q1	$246K	Hold	9,550	–	–	0.04%	154
2013 Q4	$223K	Hold	9,550	–	–	0.04%	149
2013 Q3	$227K	Sell	9,550 -2,041	-18%	-$49.7K	0.04%	151
2013 Q2	$296K	Buy	+11,591	New	+$287K	0.07%	145

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Management of Virginia's UDR Position: Q2 2022 in Review

Investment Management of Virginia sold out of UDR (UDR) in Q2 2022, closing a stake of 3,568 shares — an estimated $205K sold.

Investment Management of Virginia first reported a position in UDR in Q2 2013 and held it in 28 quarters. The position peaked at $508K in Q1 2019. 457 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Investment Management of Virginia reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Investment Management of Virginia sold 3,568 UDR shares in Q2 2022, an estimated $205K.
Investment Management of Virginia first reported a position in UDR in Q2 2013 and held it in 28 quarters.
Investment Management of Virginia's UDR position peaked at $508K in Q1 2019.
457 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Investment Management of Virginia's 13F filing for Q2 2022, filed 2 Aug 2022.