Lee Financial’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Lee Financial’s Portfolio UBA Stock Details UBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-112	Closed	-$2.4K	–	867
2023 Q2	$2.4K	Hold	112	–	–	﹤0.01%	629
2023 Q1	$2K	Hold	112	–	–	﹤0.01%	673
2022 Q4	$2.12K	Hold	112	–	–	﹤0.01%	682
2022 Q3	$2K	Hold	112	–	–	﹤0.01%	729
2022 Q2	$2K	Buy	+112	New	+$1.94K	﹤0.01%	759

Other funds holding UBA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lee Financial's UBA Position: Q3 2023 in Review

Lee Financial sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q3 2023, closing a stake of 112 shares — an estimated $2.4K sold.

Lee Financial first reported a position in UBA in Q2 2022 and held it in 5 quarters. The position peaked at $2.4K in Q2 2023. 1 fund tracked by Wall St. Rank holds UBA as of Q3 2023.

Lee Financial reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 112 Urstadt Biddle Properties Inc. Class A shares in Q3 2023, an estimated $2.4K.
Lee Financial first reported a position in Urstadt Biddle Properties Inc. Class A in Q2 2022 and held it in 5 quarters.
Lee Financial's Urstadt Biddle Properties Inc. Class A position peaked at $2.4K in Q2 2023.
1 fund tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.