Kiwi Wealth Investments Limited Partnership’s UDR UDR Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2022 Q2	–	Sell	-96,913	Closed	-$5.56M	–	239
2022 Q1	$5.56M	Sell	96,913 -3,523	-4%	-$200K	0.3%	94
2021 Q4	$6.03M	Buy	+100,436	New	+$5.65M	0.29%	96
2020 Q2	–	Sell	-176,184	Closed	-$6.44M	–	234
2020 Q1	$6.44M	Buy	+176,184	New	+$7.97M	0.65%	45
2016 Q2	–	Sell	-315,517	Closed	-$12.2M	–	131
2016 Q1	$12.2M	Buy	+315,517	New	+$11.3M	1.24%	23
2015 Q4	–	Sell	-329,366	Closed	-$11.4M	–	127
2015 Q3	$11.4M	Buy	+329,366	New	+$11M	1.33%	26

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's UDR Position: Q2 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of UDR (UDR) in Q2 2022, closing a stake of 96,913 shares — an estimated $5.56M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in UDR in Q3 2015 and held it in 5 quarters. The position peaked at $12.2M in Q1 2016. 457 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 96,913 UDR shares in Q2 2022, an estimated $5.56M.
Kiwi Wealth Investments Limited Partnership first reported a position in UDR in Q3 2015 and held it in 5 quarters.
Kiwi Wealth Investments Limited Partnership's UDR position peaked at $12.2M in Q1 2016.
457 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2022, filed 12 Aug 2022.