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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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legend Financial Advisors's UDR Position: Q3 2024 in Review

Legend Financial Advisors sold out of UDR (UDR) in Q3 2024, closing a stake of 1,000 shares — an estimated $41.1K sold.

Legend Financial Advisors first reported a position in UDR in Q4 2021 and held it in 9 quarters. The position peaked at $210K in Q4 2021. 506 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

  • Legend Financial Advisors reported no remaining UDR position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 1,000 UDR shares in Q3 2024, an estimated $41.1K.
  • Legend Financial Advisors first reported a position in UDR in Q4 2021 and held it in 9 quarters.
  • Legend Financial Advisors's UDR position peaked at $210K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.