LCM
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Lakewood Capital Management’s Urban Edge Properties UE Stock Holding History

Lakewood Capital Management’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
2021
Q1 		– Sell
-692,990
Closed -$8.97M – 70
2020
Q4 		$8.97M Sell
692,990
-515,000
-43% -$6.18M 0.42% 45
2020
Q3 		$11.7M Hold
1,207,990
– – 0.57% 42
2020
Q2 		$14.3M Buy
+1,207,990
New +$12.1M 0.62% 41

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lakewood Capital Management's UE Position: Q1 2021 in Review

Lakewood Capital Management sold out of Urban Edge Properties (UE) in Q1 2021, closing a stake of 692,990 shares — an estimated $8.97M sold.

Lakewood Capital Management first reported a position in UE in Q2 2020 and held it in 3 quarters. The position peaked at $14.3M in Q2 2020. 186 funds tracked by Wall St. Rank hold UE as of Q1 2021.

  • Lakewood Capital Management reported no remaining Urban Edge Properties position as of Q1 2021 after selling out during the quarter.
  • Lakewood Capital Management sold 692,990 Urban Edge Properties shares in Q1 2021, an estimated $8.97M.
  • Lakewood Capital Management first reported a position in Urban Edge Properties in Q2 2020 and held it in 3 quarters.
  • Lakewood Capital Management's Urban Edge Properties position peaked at $14.3M in Q2 2020.
  • 186 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2021.

Based on Lakewood Capital Management's 13F filing for Q1 2021, filed 17 May 2021.