Kore Private Wealth’s Urban Edge Properties UE Stock Holding History

Kore Private Wealth’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-259	Closed	-$3K	–	1030
2020 Q2	$3K	Hold	259	–	–	﹤0.01%	1013
2020 Q1	$2K	Hold	259	–	–	﹤0.01%	940
2019 Q4	$5K	Buy	+259	New	+$5.23K	﹤0.01%	863
2019 Q2	–	Sell	-259	Closed	-$5K	–	750
2019 Q1	$5K	Hold	259	–	–	﹤0.01%	774
2018 Q4	$4K	Buy	+259	New	+$5.11K	﹤0.01%	741

Other funds holding UE

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Kore Private Wealth sold out of Urban Edge Properties (UE) in Q3 2020, closing a stake of 259 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in UE in Q4 2018 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 199 funds tracked by Wall St. Rank hold UE as of Q3 2020.

Kore Private Wealth reported no remaining Urban Edge Properties position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 259 Urban Edge Properties shares in Q3 2020, an estimated $3K.
Kore Private Wealth first reported a position in Urban Edge Properties in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Urban Edge Properties position peaked at $5K in Q4 2019.
199 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2020.

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