Lido Advisors
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Lido Advisors’s Urban Edge Properties UE Stock Holding History

Lido 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
2023
Q1 		– Sell
-23,303
Closed -$328K – 1252
2022
Q4 		$328K Buy
23,303
+2,251
+11% +$32.3K ﹤0.01% 764
2022
Q3 		$280K Buy
21,052
+1,091
+5% +$17K ﹤0.01% 774
2022
Q2 		$303K Buy
+19,961
New +$357K ﹤0.01% 741

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lido Advisors's UE Position: Q1 2023 in Review

Lido Advisors sold out of Urban Edge Properties (UE) in Q1 2023, closing a stake of 23,303 shares — an estimated $328K sold.

Lido Advisors first reported a position in UE in Q2 2022 and held it in 3 quarters. The position peaked at $328K in Q4 2022. 182 funds tracked by Wall St. Rank hold UE as of Q1 2023.

  • Lido Advisors reported no remaining Urban Edge Properties position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 23,303 Urban Edge Properties shares in Q1 2023, an estimated $328K.
  • Lido Advisors first reported a position in Urban Edge Properties in Q2 2022 and held it in 3 quarters.
  • Lido Advisors's Urban Edge Properties position peaked at $328K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.