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Jackson Square Capital’s UDR UDR Stock Holding History

Jackson Square 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
2023
Q4 		– Sell
-12,112
Closed -$432K – 131
2023
Q3 		$432K Sell
12,112
-2,018
-14% -$80.4K 0.17% 84
2023
Q2 		$607K Sell
14,130
-6,072
-30% -$250K 0.24% 74
2023
Q1 		$829K Buy
+20,202
New +$835K 0.37% 57

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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Square Capital's UDR Position: Q4 2023 in Review

Jackson Square Capital sold out of UDR (UDR) in Q4 2023, closing a stake of 12,112 shares — an estimated $432K sold.

Jackson Square Capital first reported a position in UDR in Q1 2023 and held it in 3 quarters. The position peaked at $829K in Q1 2023. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

  • Jackson Square Capital reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
  • Jackson Square Capital sold 12,112 UDR shares in Q4 2023, an estimated $432K.
  • Jackson Square Capital first reported a position in UDR in Q1 2023 and held it in 3 quarters.
  • Jackson Square Capital's UDR position peaked at $829K in Q1 2023.
  • 461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Jackson Square Capital's 13F filing for Q4 2023, filed 9 Jan 2024.