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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
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return