KB Financial Partners’s UDR UDR Stock Holding History

KB Financial Partners’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	–	Sell	-39	Closed	-$2K	–	609
2023 Q2	$2K	Hold	39	–	–	﹤0.01%	572
2023 Q1	$2K	Buy	+39	New	+$1.61K	﹤0.01%	558

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

KB Financial Partners's UDR Position: Q3 2023 in Review

KB Financial Partners sold out of UDR (UDR) in Q3 2023, closing a stake of 39 shares — an estimated $2K sold.

KB Financial Partners first reported a position in UDR in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q2 2023. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

KB Financial Partners reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
KB Financial Partners sold 39 UDR shares in Q3 2023, an estimated $2K.
KB Financial Partners first reported a position in UDR in Q1 2023 and held it in 2 quarters.
KB Financial Partners's UDR position peaked at $2K in Q2 2023.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.