Kintegral Advisory’s UDR UDR Stock Holding History

Kintegral 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
2023 Q4	–	Sell	-7,453	Closed	-$266K	–	285
2023 Q3	$266K	Sell	7,453 -4	-0.1%	-$159	0.03%	247
2023 Q2	$320K	Hold	7,457	–	–	0.04%	238
2023 Q1	$306K	Sell	7,457 -401	-5%	-$16.6K	0.04%	243
2022 Q4	$304K	Buy	7,858 +500	+7%	+$19.8K	0.04%	250
2022 Q3	$307K	Hold	7,358	–	–	0.04%	246
2022 Q2	$339K	Buy	7,358 +156	+2%	+$7.87K	0.04%	247
2022 Q1	$413K	Buy	7,202 +161	+2%	+$9.14K	0.05%	242
2021 Q4	$422K	Hold	7,041	–	–	0.04%	243
2021 Q3	$373K	Hold	7,041	–	–	0.04%	248
2021 Q2	$345K	Hold	7,041	–	–	0.04%	256
2021 Q1	$309K	Hold	7,041	–	–	0.04%	257
2020 Q4	$271K	Hold	7,041	–	–	0.04%	259
2020 Q3	$230K	Sell	7,041 -227	-3%	-$7.97K	0.03%	261
2020 Q2	$272K	Hold	7,268	–	–	0.04%	252
2020 Q1	$266K	Buy	7,268 +813	+13%	+$36.8K	0.05%	241
2019 Q4	$301K	Hold	6,455	–	–	0.05%	255
2019 Q3	$313K	Hold	6,455	–	–	0.06%	250
2019 Q2	$290K	Hold	6,455	–	–	0.06%	260
2019 Q1	$293K	Sell	6,455 -51	-0.8%	-$2.21K	0.06%	257
2018 Q4	$258K	Buy	+6,506	New	+$263K	0.08%	204

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Fidelity Investments

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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 $1.61T AUM 30.72% 1-Year Est. Return