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JP Morgan Private Wealth Advisors’s UDR UDR Stock Holding History

JP Morgan Private 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
2023
Q3 		$2.97M Sell
83,297
-105,569
-56% -$4.21M 0.01% 626
2023
Q2 		$8.11M Sell
188,866
-33,274
-15% -$1.37M 0.04% 261
2023
Q1 		$9.12M Sell
222,140
-3,703
-2% -$153K 0.02% 453
2022
Q4 		$8.75M Sell
225,843
-7,026
-3% -$278K 0.02% 449
2022
Q3 		$9.71M Buy
232,869
+14,835
+7% +$681K 0.03% 408
2022
Q2 		$10M Buy
218,034
+3,760
+2% +$190K 0.03% 402
2022
Q1 		$12.3M Sell
214,274
-548
-0.3% -$31.1K 0.03% 400
2021
Q4 		$12.9M Buy
214,822
+5,725
+3% +$322K 0.03% 393
2021
Q3 		$11.1M Buy
209,097
+5,567
+3% +$297K 0.03% 405
2021
Q2 		$9.97M Buy
203,530
+11,919
+6% +$561K 0.03% 415
2021
Q1 		$8.4M Sell
191,611
-9,071
-5% -$375K 0.03% 396
2020
Q4 		$7.71M Sell
200,682
-20,176
-9% -$736K 0.03% 395
2020
Q3 		$7.2M Sell
220,858
-72,414
-25% -$2.54M 0.03% 381
2020
Q2 		$11M Sell
293,272
-13,926
-5% -$520K 0.05% 271
2020
Q1 		$11.2M Sell
307,198
-11,348
-4% -$514K 0.06% 244
2019
Q4 		$14.9M Buy
318,546
+8,926
+3% +$429K 0.07% 249
2019
Q3 		$15M Sell
309,620
-1,904
-0.6% -$89.7K 0.08% 224
2019
Q2 		$14M Sell
311,524
-112,307
-26% -$5.06M 0.08% 236
2019
Q1 		$19.3M Buy
423,831
+470
+0.1% +$20.4K 0.1% 199
2018
Q4 		$16.8M Buy
423,361
+5,989
+1% +$242K 0.1% 194
2018
Q3 		$16.9M Buy
417,372
+9,863
+2% +$384K 0.08% 225
2018
Q2 		$15.3M Buy
+407,509
New +$14.7M 0.09% 220

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UDR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its UDR (UDR) stake by 56% in Q3 2023, selling an estimated $4.21M and leaving 83,297 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #626.

JP Morgan Private Wealth Advisors first reported a position in UDR in Q2 2018 and has held it in 22 quarters since. The position peaked at $19.3M in Q1 2019. 449 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 83,297 shares of UDR worth $2.97M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 105,569 UDR shares in Q3 2023, an estimated $4.21M.
  • UDR made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #626 holding.
  • JP Morgan Private Wealth Advisors first reported a position in UDR in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's UDR position peaked at $19.3M in Q1 2019.
  • 449 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.