JFS Wealth Advisors’s UDR UDR Stock Holding History

JFS Wealth Advisors’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
2024 Q2	–	Sell	-3	Closed	-$113	–	2046
2024 Q1	$113	Sell	3 -13	-81%	-$478	﹤0.01%	1940
2023 Q4	$613	Buy	+16	New	+$557	﹤0.01%	1765

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JFS Wealth Advisors's UDR Position: Q2 2024 in Review

JFS Wealth Advisors sold out of UDR (UDR) in Q2 2024, closing a stake of 3 shares — an estimated $113 sold.

JFS Wealth Advisors first reported a position in UDR in Q4 2023 and held it in 2 quarters. The position peaked at $613 in Q4 2023. 480 funds tracked by Wall St. Rank hold UDR as of Q2 2024.

JFS Wealth Advisors reported no remaining UDR position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 3 UDR shares in Q2 2024, an estimated $113.
JFS Wealth Advisors first reported a position in UDR in Q4 2023 and held it in 2 quarters.
JFS Wealth Advisors's UDR position peaked at $613 in Q4 2023.
480 funds tracked by Wall St. Rank held UDR as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.