KFC

Klingenstein Fields & Co’s UDR UDR Stock Holding History

Klingenstein Fields & Co’s Portfolio UDR Stock Details UDR Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,701	Closed	-$531K	–	179
2022 Q4	$531K	Hold	13,701	–	–	0.03%	113
2022 Q3	$571K	Hold	13,701	–	–	0.03%	108
2022 Q2	$631K	Hold	13,701	–	–	0.03%	112
2022 Q1	$786K	Hold	13,701	–	–	0.03%	114
2021 Q4	$822K	Hold	13,701	–	–	0.03%	113
2021 Q3	$726K	Hold	13,701	–	–	0.03%	121
2021 Q2	$671K	Hold	13,701	–	–	0.03%	121
2021 Q1	$601K	Hold	13,701	–	–	0.03%	119
2020 Q4	$527K	Hold	13,701	–	–	0.02%	130
2020 Q3	$447K	Hold	13,701	–	–	0.02%	136
2020 Q2	$512K	Hold	13,701	–	–	0.03%	124
2020 Q1	$501K	Hold	13,701	–	–	0.03%	122
2019 Q4	$640K	Hold	13,701	–	–	0.03%	123
2019 Q3	$664K	Sell	13,701 -1,000	-7%	-$48.5K	0.04%	124
2019 Q2	$660K	Hold	14,701	–	–	0.03%	122
2019 Q1	$668K	Hold	14,701	–	–	0.04%	127
2018 Q4	$582K	Hold	14,701	–	–	0.02%	135
2018 Q3	$594K	Hold	14,701	–	–	0.02%	147
2018 Q2	$552K	Hold	14,701	–	–	0.02%	152
2018 Q1	$524K	Hold	14,701	–	–	0.02%	151
2017 Q4	$566K	Hold	14,701	–	–	0.02%	149
2017 Q3	$559K	Hold	14,701	–	–	0.02%	142
2017 Q2	$573K	Sell	14,701 -4,211	-22%	-$164K	0.02%	148
2017 Q1	$686K	Hold	18,912	–	–	0.03%	143
2016 Q4	$690K	Hold	18,912	–	–	0.03%	145
2016 Q3	$681K	Hold	18,912	–	–	0.03%	139
2016 Q2	$698K	Hold	18,912	–	–	0.03%	132
2016 Q1	$729K	Hold	18,912	–	–	0.04%	129
2015 Q4	$711K	Hold	18,912	–	–	0.04%	130
2015 Q3	$652K	Hold	18,912	–	–	0.03%	135
2015 Q2	$606K	Hold	18,912	–	–	0.03%	143
2015 Q1	$644K	Hold	18,912	–	–	0.03%	147
2014 Q4	$583K	Hold	18,912	–	–	0.03%	143
2014 Q3	$515K	Sell	18,912 -6,484	-26%	-$177K	0.02%	157
2014 Q2	$727K	Hold	25,396	–	–	0.03%	144
2014 Q1	$656K	Hold	25,396	–	–	0.03%	148
2013 Q4	$593K	Hold	25,396	–	–	0.02%	193
2013 Q3	$602K	Hold	25,396	–	–	0.02%	189
2013 Q2	$647K	Buy	+25,396	New	+$647K	0.02%	186