Lazard Asset Management
UDR icon

Lazard Asset Management’s UDR UDR Stock Holding History

Lazard Asset Management’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
2023
Q2 		– Sell
-19
Closed – – 2545
2023
Q1 		$0 Hold
19
– – ﹤0.01% 2560
2022
Q4 		$0 Sell
19
-1,545
-99% -$61K ﹤0.01% 2574
2022
Q3 		$65K Hold
1,564
– – ﹤0.01% 1681
2022
Q2 		$72K Sell
1,564
-340
-18% -$17.1K ﹤0.01% 1650
2022
Q1 		$109K Buy
1,904
+269
+16% +$15.3K ﹤0.01% 1374
2021
Q4 		$98K Buy
1,635
+100
+7% +$5.63K ﹤0.01% 1449
2021
Q3 		$81K Buy
1,535
+635
+71% +$33.9K ﹤0.01% 1478
2021
Q2 		$44K Buy
+900
New +$42.3K ﹤0.01% 1647
2020
Q1 		– Sell
-286
Closed -$13K – 1759
2019
Q4 		$13K Hold
286
– – ﹤0.01% 1357
2019
Q3 		$13K Buy
+286
New +$13.5K ﹤0.01% 1236
2018
Q1 		– Sell
-345,067
Closed -$13.3M – 1123
2017
Q4 		$13.3M Buy
345,067
+9,886
+3% +$384K 0.02% 379
2017
Q3 		$12.7M Buy
335,181
+41,411
+14% +$1.61M 0.02% 381
2017
Q2 		$11.4M Sell
293,770
-98,752
-25% -$3.76M 0.02% 407
2017
Q1 		$14.2M Buy
392,522
+20,302
+5% +$726K 0.03% 377
2016
Q4 		$13.6M Buy
372,220
+93,838
+34% +$3.22M 0.03% 357
2016
Q3 		$10M Buy
278,382
+277,682
+39,669% +$10.1M 0.02% 414
2016
Q2 		$25K Hold
700
– – ﹤0.01% 916
2016
Q1 		$26K Hold
700
– – ﹤0.01% 902
2015
Q4 		$26K Hold
700
– – ﹤0.01% 961
2015
Q3 		$24K Hold
700
– – ﹤0.01% 955
2015
Q2 		$22K Hold
700
– – ﹤0.01% 1013
2015
Q1 		$23K Sell
700
-7,015
-91% -$231K ﹤0.01% 1027
2014
Q4 		$237K Buy
+7,715
New +$231K ﹤0.01% 897

Other funds holding UDR

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management's UDR Position: Q2 2023 in Review

Lazard Asset Management sold out of UDR (UDR) in Q2 2023, closing a stake of 19 shares.

Lazard Asset Management first reported a position in UDR in Q4 2014 and held it in 23 quarters. The position peaked at $14.2M in Q1 2017. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

  • Lazard Asset Management reported no remaining UDR position as of Q2 2023 after selling out during the quarter.
  • Lazard Asset Management sold 19 UDR shares in Q2 2023.
  • Lazard Asset Management first reported a position in UDR in Q4 2014 and held it in 23 quarters.
  • Lazard Asset Management's UDR position peaked at $14.2M in Q1 2017.
  • 441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on Lazard Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.