Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s UDR UDR Stock Holding History

Jacobs Levy Equity Management’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
2016
Q1 		– Sell
-12,100
Closed -$455K – 1182
2015
Q4 		$455K Hold
12,100
– – 0.01% 569
2015
Q3 		$417K Hold
12,100
– – 0.01% 608
2015
Q2 		$388K Hold
12,100
– – 0.01% 610
2015
Q1 		$412K Sell
12,100
-16,600
-58% -$546K 0.01% 603
2014
Q4 		$885K Sell
28,700
-1,730
-6% -$51.9K 0.02% 526
2014
Q3 		$829K Buy
30,430
+1,000
+3% +$28.9K 0.01% 523
2014
Q2 		$843K Buy
+29,430
New +$792K 0.01% 549

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
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 $34.8B AUM 20.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobs Levy Equity Management's UDR Position: Q1 2016 in Review

Jacobs Levy Equity Management sold out of UDR (UDR) in Q1 2016, closing a stake of 12,100 shares — an estimated $455K sold.

Jacobs Levy Equity Management first reported a position in UDR in Q2 2014 and held it in 7 quarters. The position peaked at $885K in Q4 2014. 343 funds tracked by Wall St. Rank hold UDR as of Q1 2016.

  • Jacobs Levy Equity Management reported no remaining UDR position as of Q1 2016 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 12,100 UDR shares in Q1 2016, an estimated $455K.
  • Jacobs Levy Equity Management first reported a position in UDR in Q2 2014 and held it in 7 quarters.
  • Jacobs Levy Equity Management's UDR position peaked at $885K in Q4 2014.
  • 343 funds tracked by Wall St. Rank held UDR as of Q1 2016.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2016, filed 16 May 2016.