Lockheed Martin Investment Management’s UDR UDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,950	Closed	-$368K	–	155
2024 Q2	$368K	Sell	8,950 -5,440	-38%	-$210K	0.02%	131
2024 Q1	$576K	Sell	14,390 -4,300	-23%	-$158K	0.04%	129
2023 Q4	$758K	Sell	18,690 -5,200	-22%	-$181K	0.05%	123
2023 Q3	$939K	Hold	23,890	–	–	0.07%	114
2023 Q2	$1.03M	Buy	23,890 +2,400	+11%	+$98.7K	0.06%	109
2023 Q1	$882K	Hold	21,490	–	–	0.05%	119
2022 Q4	$832K	Buy	21,490 +2,300	+12%	+$90.9K	0.06%	115
2022 Q3	$800K	Sell	19,190 -3,100	-14%	-$142K	0.06%	113
2022 Q2	$1.03M	Sell	22,290 -7,870	-26%	-$397K	0.07%	120
2022 Q1	$1.73M	Sell	30,160 -2,300	-7%	-$131K	0.1%	119
2021 Q4	$1.95M	Buy	+32,460	New	+$1.83M	0.1%	119