Legacy Wealth Management (Idaho)’s UDR UDR Stock Holding History

Legacy Wealth Management (Idaho)’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
2024 Q4	–	Sell	-63	Closed	-$2.85K	–	812
2024 Q3	$2.85K	Buy	+63	New	+$2.7K	﹤0.01%	448

Other funds holding UDR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s UDR Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of UDR (UDR) in Q4 2024, closing a stake of 63 shares — an estimated $2.85K sold.

Legacy Wealth Management (Idaho) first reported a position in UDR in Q3 2024 and held it in 1 quarter. The position peaked at $2.85K in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

Legacy Wealth Management (Idaho) reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 63 UDR shares in Q4 2024, an estimated $2.85K.
Legacy Wealth Management (Idaho) first reported a position in UDR in Q3 2024 and held it in 1 quarter.
Legacy Wealth Management (Idaho)'s UDR position peaked at $2.85K in Q3 2024.
511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.