JOYN Advisors’s UDR UDR Stock Holding History

JOYN 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
2019 Q1	–	Sell	-383	Closed	-$15K	–	1324
2018 Q4	$15K	Buy	383 +47	+14%	+$1.9K	﹤0.01%	802
2018 Q3	$14K	Buy	336 +20	+6%	+$778	﹤0.01%	824
2018 Q2	$12K	Buy	316 +300	+1,875%	+$10.8K	﹤0.01%	848
2018 Q1	$1K	Buy	+16	New	+$564	﹤0.01%	1235

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JOYN Advisors's UDR Position: Q1 2019 in Review

JOYN Advisors sold out of UDR (UDR) in Q1 2019, closing a stake of 383 shares — an estimated $15K sold.

JOYN Advisors first reported a position in UDR in Q1 2018 and held it in 4 quarters. The position peaked at $15K in Q4 2018. 422 funds tracked by Wall St. Rank hold UDR as of Q1 2019.

JOYN Advisors reported no remaining UDR position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 383 UDR shares in Q1 2019, an estimated $15K.
JOYN Advisors first reported a position in UDR in Q1 2018 and held it in 4 quarters.
JOYN Advisors's UDR position peaked at $15K in Q4 2018.
422 funds tracked by Wall St. Rank held UDR as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.