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Johnson Financial Group Inc (Wisconsin)’s Urban Edge Properties UE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-281
Closed -$5.72K – 956
2024
Q4 		$5.72K Buy
281
+2
+0.7% +$44 ﹤0.01% 708
2024
Q3 		$5.97K Buy
279
+2
+0.7% +$40 ﹤0.01% 756
2024
Q2 		$5.11K Buy
277
+6
+2% +$103 ﹤0.01% 611
2024
Q1 		$4.69K Buy
+271
New +$4.69K ﹤0.01% 598

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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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s UE Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Urban Edge Properties (UE) in Q1 2025, closing a stake of 281 shares — an estimated $5.72K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in UE in Q1 2024 and held it in 4 quarters. The position peaked at $5.97K in Q3 2024. 247 funds tracked by Wall St. Rank hold UE as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Urban Edge Properties position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 281 Urban Edge Properties shares in Q1 2025, an estimated $5.72K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Urban Edge Properties in Q1 2024 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Urban Edge Properties position peaked at $5.97K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.