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Legend Financial Advisors’s UDR UDR Stock Holding History

Legend Financial Advisors’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
Q3 		– Sell
-1,000
Closed -$41.1K – 266
2024
Q2 		$41.1K Hold
1,000
– – 0.03% 67
2024
Q1 		$37.4K Sell
1,000
-1,000
-50% -$36.8K 0.03% 65
2023
Q4 		$76.6K Hold
2,000
– – 0.06% 48
2023
Q3 		$71.3K Hold
2,000
– – 0.06% 58
2023
Q2 		$85.9K Hold
2,000
– – 0.07% 53
2023
Q1 		$82.1K Sell
2,000
-1,500
-43% -$62K 0.07% 50
2022
Q4 		$136K Hold
3,500
– – 0.12% 46
2022
Q3 		$146K Buy
+3,500
New +$161K 0.14% 38
2022
Q1 		– Sell
-3,500
Closed -$210K – 45
2021
Q4 		$210K Buy
+3,500
New +$197K 0.15% 39

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
Fidelity Investments
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return