Lenox Wealth Advisors’s UDR UDR Stock Holding History

Lenox Wealth 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
2022 Q1	$1K	Buy	24 +17	+243%	+$965	﹤0.01%	735
2021 Q4	$0	Hold	7	–	–	﹤0.01%	1006
2021 Q3	$0	Buy	+7	New	+$374	﹤0.01%	796
2020 Q1	–	Sell	-3	Closed	–	–	929
2019 Q4	$0	Buy	+3	New	+$144	﹤0.01%	820

Other funds holding UDR

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Lenox Wealth Advisors's UDR Position: Q1 2022 in Review

Lenox Wealth Advisors increased its UDR (UDR) stake by 243% in Q1 2022, buying an estimated $965 and bringing the position to 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Lenox Wealth Advisors first reported a position in UDR in Q4 2019 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

Lenox Wealth Advisors held 24 shares of UDR worth $1K as of Q1 2022.
Lenox Wealth Advisors bought 17 UDR shares in Q1 2022, an estimated $965.
UDR made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #735 holding.
Lenox Wealth Advisors first reported a position in UDR in Q4 2019 and has held it in 4 quarters since.
502 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.