Kore Private Wealth’s UDR UDR Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-22	Closed	–	–	1029
2020 Q2	$0	Buy	+22	New	+$821	﹤0.01%	1270
2020 Q1	–	Sell	-2	Closed	–	–	1199
2019 Q4	$0	Buy	+2	New	+$96	﹤0.01%	1078

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Kore Private Wealth's UDR Position: Q3 2020 in Review

Kore Private Wealth sold out of UDR (UDR) in Q3 2020, closing a stake of 22 shares.

Kore Private Wealth first reported a position in UDR in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 401 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

Kore Private Wealth reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 22 UDR shares in Q3 2020.
Kore Private Wealth first reported a position in UDR in Q4 2019 and held it in 2 quarters.
Kore Private Wealth's UDR position peaked at $0 in Q2 2020.
401 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.