Kaizen Advisory’s UDR UDR Stock Holding History

Kaizen Advisory’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
2018 Q4	$30K	Buy	746 +149	+25%	+$6.02K	0.02%	432
2018 Q3	$24K	Hold	597	–	–	0.01%	499
2018 Q2	$22K	Buy	597 +328	+122%	+$11.9K	0.01%	525
2018 Q1	$10K	Hold	269	–	–	0.01%	492
2017 Q4	$10K	Buy	+269	New	+$10.5K	0.01%	485

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Kaizen Advisory's UDR Position: Q4 2018 in Review

Kaizen Advisory increased its UDR (UDR) stake by 25% in Q4 2018, buying an estimated $6.02K and bringing the position to 746 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #432.

Kaizen Advisory first reported a position in UDR in Q4 2017 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold UDR as of Q4 2018.

Kaizen Advisory held 746 shares of UDR worth $30K as of Q4 2018.
Kaizen Advisory bought 149 UDR shares in Q4 2018, an estimated $6.02K.
UDR made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #432 holding.
Kaizen Advisory first reported a position in UDR in Q4 2017 and has held it in 5 quarters since.
404 funds tracked by Wall St. Rank held UDR as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.