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LGT Financial Advisors’s Urban Edge Properties UE Stock Holding History

LGT Financial Advisors’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-166
Closed -$3.57K – 700
2024
Q4 		$3.57K Hold
166
– – 0.01% 600
2024
Q3 		$3.55K Hold
166
– – 0.01% 594
2024
Q2 		$3.07K Hold
166
– – 0.01% 671
2024
Q1 		$2.87K Hold
166
– – ﹤0.01% 709
2023
Q4 		$3.04K Hold
166
– – ﹤0.01% 725
2023
Q3 		$2.53K Buy
+166
New +$2.72K ﹤0.01% 767

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's UE Position: Q1 2025 in Review

LGT Financial Advisors sold out of Urban Edge Properties (UE) in Q1 2025, closing a stake of 166 shares — an estimated $3.57K sold.

LGT Financial Advisors first reported a position in UE in Q3 2023 and held it in 6 quarters. The position peaked at $3.57K in Q4 2024. 247 funds tracked by Wall St. Rank hold UE as of Q1 2025.

  • LGT Financial Advisors reported no remaining Urban Edge Properties position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 166 Urban Edge Properties shares in Q1 2025, an estimated $3.57K.
  • LGT Financial Advisors first reported a position in Urban Edge Properties in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Urban Edge Properties position peaked at $3.57K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.