Longfellow Investment Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Hold |
9,535
| – | – | 0.1% | 126 |
|
|
2025
Q1 | $431K | Hold |
9,535
| – | – | 0.11% | 110 |
|
|
2024
Q4 | $414K | Sell |
9,535
-612
| -6% | -$26.6K | 0.11% | 105 |
|
|
2024
Q3 | $460K | Buy |
10,147
+61
| +0.6% | +$2.77K | 0.12% | 104 |
|
|
2024
Q2 | $415K | Buy |
10,086
+70
| +0.7% | +$2.88K | 0.1% | 103 |
|
|
2024
Q1 | $375K | Buy |
10,016
+31
| +0.3% | +$1.16K | 0.08% | 113 |
|
|
2023
Q4 | $382K | Buy |
9,985
+2,048
| +26% | +$78.4K | 0.09% | 110 |
|
|
2023
Q3 | $283K | Hold |
7,937
| – | – | 0.07% | 109 |
|
|
2023
Q2 | $341K | Buy |
7,937
+323
| +4% | +$13.9K | 0.08% | 116 |
|
|
2023
Q1 | $313K | Hold |
7,614
| – | – | 0.07% | 128 |
|
|
2022
Q4 | $295K | Buy |
7,614
+929
| +14% | +$36K | 0.07% | 140 |
|
|
2022
Q3 | $279K | Hold |
6,685
| – | – | 0.06% | 168 |
|
|
2022
Q2 | $308K | Buy |
6,685
+1,359
| +26% | +$62.6K | 0.07% | 169 |
|
|
2022
Q1 | $306K | Hold |
5,326
| – | – | 0.05% | 189 |
|
|
2021
Q4 | $320K | Hold |
5,326
| – | – | 0.05% | 185 |
|
|
2021
Q3 | $283K | Hold |
5,326
| – | – | 0.05% | 197 |
|
|
2021
Q2 | $261K | Sell |
5,326
-3,573
| -40% | -$175K | 0.04% | 217 |
|
|
2021
Q1 | $391K | Buy |
8,899
+6,964
| +360% | +$306K | 0.05% | 261 |
|
|
2020
Q4 | $75K | Buy |
+1,935
| New | +$75K | 0.01% | 351 |
|