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Lasalle Investment Management Securities’s Urban Edge Properties UE Stock Holding History

Lasalle Investment Management Securities’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
2023
Q4 		– Sell
-55,703
Closed -$850K – 47
2023
Q3 		$850K Sell
55,703
-1,900,997
-97% -$31.1M 0.04% 45
2023
Q2 		$30.2M Sell
1,956,700
-1,257,517
-39% -$18.1M 1.19% 27
2023
Q1 		$48.4M Sell
3,214,217
-116,525
-3% -$1.75M 1.92% 22
2022
Q4 		$46.9M Sell
3,330,742
-14,318
-0.4% -$206K 1.93% 23
2022
Q3 		$44.6M Sell
3,345,060
-3,116
-0.1% -$48.6K 1.92% 23
2022
Q2 		$50.9M Sell
3,348,176
-208,224
-6% -$3.72M 1.9% 20
2022
Q1 		$67.9M Sell
3,556,400
-105,993
-3% -$1.96M 2.17% 19
2021
Q4 		$69.6M Sell
3,662,393
-153,187
-4% -$2.81M 2.07% 20
2021
Q3 		$69.9M Buy
3,815,580
+1,241,511
+48% +$23.1M 2.27% 19
2021
Q2 		$49.2M Sell
2,574,069
-144,892
-5% -$2.73M 1.53% 29
2021
Q1 		$44.9M Sell
2,718,961
-1,156,547
-30% -$18.2M 1.42% 28
2020
Q4 		$50.1M Buy
3,875,508
+2,907,539
+300% +$34.9M 1.58% 26
2020
Q3 		$9.41M Buy
967,969
+506,025
+110% +$5.39M 0.31% 39
2020
Q2 		$5.48M Buy
+461,944
New +$4.64M 0.18% 41
2017
Q4 		– Sell
-29,800
Closed -$719K – 45
2017
Q3 		$719K Hold
29,800
– – 0.01% 43
2017
Q2 		$707K Hold
29,800
– – 0.01% 41
2017
Q1 		$784K Hold
29,800
– – 0.01% 40
2016
Q4 		$820K Hold
29,800
– – 0.01% 43
2016
Q3 		$839K Hold
29,800
– – 0.01% 50
2016
Q2 		$890K Hold
29,800
– – 0.01% 50
2016
Q1 		$770K Hold
29,800
– – 0.01% 51
2015
Q4 		$699K Hold
29,800
– – 0.01% 55
2015
Q3 		$643K Hold
29,800
– – 0.01% 57
2015
Q2 		$619K Hold
29,800
– – 0.01% 50
2015
Q1 		$706K Buy
+29,800
New +$713K 0.01% 51

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lasalle Investment Management Securities's UE Position: Q4 2023 in Review

Lasalle Investment Management Securities sold out of Urban Edge Properties (UE) in Q4 2023, closing a stake of 55,703 shares — an estimated $850K sold.

Lasalle Investment Management Securities first reported a position in UE in Q1 2015 and held it in 25 quarters. The position peaked at $69.9M in Q3 2021. 224 funds tracked by Wall St. Rank hold UE as of Q4 2023.

  • Lasalle Investment Management Securities reported no remaining Urban Edge Properties position as of Q4 2023 after selling out during the quarter.
  • Lasalle Investment Management Securities sold 55,703 Urban Edge Properties shares in Q4 2023, an estimated $850K.
  • Lasalle Investment Management Securities first reported a position in Urban Edge Properties in Q1 2015 and held it in 25 quarters.
  • Lasalle Investment Management Securities's Urban Edge Properties position peaked at $69.9M in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2023.

Based on Lasalle Investment Management Securities's 13F filing for Q4 2023, filed 13 Feb 2024.