Loomis, Sayles & Company’s UDR UDR Stock Holding History

Loomis, Sayles & Company’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
2023 Q1	–	Sell	-365	Closed	-$14K	–	1028
2022 Q4	$14K	Hold	365	–	–	﹤0.01%	769
2022 Q3	$15K	Buy	+365	New	+$16.7K	﹤0.01%	641

Other funds holding UDR

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Loomis, Sayles & Company's UDR Position: Q1 2023 in Review

Loomis, Sayles & Company sold out of UDR (UDR) in Q1 2023, closing a stake of 365 shares — an estimated $14K sold.

Loomis, Sayles & Company first reported a position in UDR in Q3 2022 and held it in 2 quarters. The position peaked at $15K in Q3 2022. 437 funds tracked by Wall St. Rank hold UDR as of Q1 2023.

Loomis, Sayles & Company reported no remaining UDR position as of Q1 2023 after selling out during the quarter.
Loomis, Sayles & Company sold 365 UDR shares in Q1 2023, an estimated $14K.
Loomis, Sayles & Company first reported a position in UDR in Q3 2022 and held it in 2 quarters.
Loomis, Sayles & Company's UDR position peaked at $15K in Q3 2022.
437 funds tracked by Wall St. Rank held UDR as of Q1 2023.

Based on Loomis, Sayles & Company's 13F filing for Q1 2023, filed 11 May 2023.