Karpas Strategies’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $220K | Hold |
5,356
| – | – | 0.07% | 115 |
|
|
2024
Q1 | $200K | Hold |
5,356
| – | – | 0.06% | 112 |
|
|
2023
Q4 | $205K | Buy |
+5,356
| New | +$186K | 0.07% | 114 |
|
|
2023
Q3 | – | Sell |
-5,356
| Closed | -$230K | – | 116 |
|
|
2023
Q2 | $230K | Sell |
5,356
-100
| -2% | -$4.11K | 0.08% | 114 |
|
|
2023
Q1 | $224K | Hold |
5,456
| – | – | 0.08% | 112 |
|
|
2022
Q4 | $211K | Hold |
5,456
| – | – | 0.07% | 112 |
|
|
2022
Q3 | $228K | Sell |
5,456
-500
| -8% | -$22.9K | 0.09% | 104 |
|
|
2022
Q2 | $274K | Hold |
5,956
| – | – | 0.1% | 100 |
|
|
2022
Q1 | $342K | Sell |
5,956
-525
| -8% | -$29.8K | 0.11% | 98 |
|
|
2021
Q4 | $389K | Hold |
6,481
| – | – | 0.12% | 92 |
|
|
2021
Q3 | $358K | Hold |
6,481
| – | – | 0.12% | 93 |
|
|
2021
Q2 | $317K | Sell |
6,481
-200
| -3% | -$9.41K | 0.11% | 96 |
|
|
2021
Q1 | $293K | Hold |
6,681
| – | – | 0.11% | 96 |
|
|
2020
Q4 | $257K | Hold |
6,681
| – | – | 0.1% | 113 |
|
|
2020
Q3 | $218K | Hold |
6,681
| – | – | 0.1% | 114 |
|
|
2020
Q2 | $250K | Hold |
6,681
| – | – | 0.12% | 101 |
|
|
2020
Q1 | $244K | Hold |
6,681
| – | – | 0.13% | 96 |
|
|
2019
Q4 | $312K | Sell |
6,681
-343
| -5% | -$16.5K | 0.12% | 99 |
|
|
2019
Q3 | $341K | Hold |
7,024
| – | – | 0.14% | 90 |
|
|
2019
Q2 | $315K | Hold |
7,024
| – | – | 0.13% | 94 |
|
|
2019
Q1 | $319K | Sell |
7,024
-1,471
| -17% | -$63.9K | 0.13% | 96 |
|
|
2018
Q4 | $337K | Hold |
8,495
| – | – | 0.16% | 84 |
|
|
2018
Q3 | $343K | Hold |
8,495
| – | – | 0.14% | 93 |
|
|
2018
Q2 | $319K | Hold |
8,495
| – | – | 0.14% | 97 |
|
|
2018
Q1 | $303K | Hold |
8,495
| – | – | 0.13% | 98 |
|
|
2017
Q4 | $327K | Hold |
8,495
| – | – | 0.14% | 91 |
|
|
2017
Q3 | $323K | Hold |
8,495
| – | – | 0.14% | 94 |
|
|
2017
Q2 | $331K | Hold |
8,495
| – | – | 0.15% | 94 |
|
|
2017
Q1 | $308K | Hold |
8,495
| – | – | 0.14% | 96 |
|
|
2016
Q4 | $310K | Hold |
8,495
| – | – | 0.15% | 94 |
|
|
2016
Q3 | $306K | Hold |
8,495
| – | – | 0.15% | 94 |
|
|
2016
Q2 | $314K | Hold |
8,495
| – | – | 0.16% | 89 |
|
|
2016
Q1 | $327K | Hold |
8,495
| – | – | 0.17% | 86 |
|
|
2015
Q4 | $319K | Hold |
8,495
| – | – | 0.17% | 90 |
|
|
2015
Q3 | $293K | Hold |
8,495
| – | – | 0.16% | 94 |
|
|
2015
Q2 | $272K | Hold |
8,495
| – | – | 0.14% | 102 |
|
|
2015
Q1 | $289K | Hold |
8,495
| – | – | 0.14% | 97 |
|
|
2014
Q4 | $262K | Hold |
8,495
| – | – | 0.13% | 101 |
|
|
2014
Q3 | $231K | Hold |
8,495
| – | – | 0.12% | 109 |
|
|
2014
Q2 | $243K | Hold |
8,495
| – | – | 0.12% | 104 |
|
|
2014
Q1 | $219K | Buy |
+8,495
| New | +$213K | 0.12% | 106 |
|
|
2013
Q4 | – | Sell |
-8,495
| Closed | -$201K | – | 104 |
|
|
2013
Q3 | $201K | Hold |
8,495
| – | – | 0.12% | 102 |
|
|
2013
Q2 | $217K | Buy |
+8,495
| New | +$211K | 0.13% | 95 |
|
Other funds holding UDR
CIM
Karpas Strategies's UDR Position: Q2 2024 in Review
Karpas Strategies held its UDR (UDR) position steady in Q2 2024 at 5,356 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #115.
Karpas Strategies first reported a position in UDR in Q2 2013 and has held it in 43 quarters since. The position peaked at $389K in Q4 2021. 481 funds tracked by Wall St. Rank hold UDR as of Q2 2024.
- Karpas Strategies held 5,356 shares of UDR worth $220K as of Q2 2024.
- Karpas Strategies left its UDR share count unchanged in Q2 2024.
- UDR made up 0.07% of Karpas Strategies's portfolio in Q2 2024, its #115 holding.
- Karpas Strategies first reported a position in UDR in Q2 2013 and has held it in 43 quarters since.
- Karpas Strategies's UDR position peaked at $389K in Q4 2021.
- 481 funds tracked by Wall St. Rank held UDR as of Q2 2024.
Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.