Legacy Private Trust’s UDR UDR Stock Holding History

Legacy Private Trust’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
2021 Q3	–	Sell	-5,403	Closed	-$265K	–	229
2021 Q2	$265K	Hold	5,403	–	–	0.02%	212
2021 Q1	$237K	Sell	5,403 -2,161	-29%	-$89.4K	0.02%	211
2020 Q4	$291K	Buy	+7,564	New	+$276K	0.03%	209
2020 Q3	–	Sell	-5,403	Closed	-$202K	–	216
2020 Q2	$202K	Buy	+5,403	New	+$202K	0.02%	202
2020 Q1	–	Sell	-5,403	Closed	-$252K	–	232
2019 Q4	$252K	Buy	+5,403	New	+$259K	0.03%	218

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Legacy Private Trust's UDR Position: Q3 2021 in Review

Legacy Private Trust sold out of UDR (UDR) in Q3 2021, closing a stake of 5,403 shares — an estimated $265K sold.

Legacy Private Trust first reported a position in UDR in Q4 2019 and held it in 5 quarters. The position peaked at $291K in Q4 2020. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2021.

Legacy Private Trust reported no remaining UDR position as of Q3 2021 after selling out during the quarter.
Legacy Private Trust sold 5,403 UDR shares in Q3 2021, an estimated $265K.
Legacy Private Trust first reported a position in UDR in Q4 2019 and held it in 5 quarters.
Legacy Private Trust's UDR position peaked at $291K in Q4 2020.
448 funds tracked by Wall St. Rank held UDR as of Q3 2021.

Based on Legacy Private Trust's 13F filing for Q3 2021, filed 12 Oct 2021.