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Loring Wolcott & Coolidge Fiduciary Advisors’s UDR UDR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q3 		– Sell
-103
Closed -$5K – 934
2021
Q2 		$5K Buy
+103
New +$4.84K ﹤0.01% 749

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UDR Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of UDR (UDR) in Q3 2021, closing a stake of 103 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UDR in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining UDR position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 103 UDR shares in Q3 2021, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UDR in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's UDR position peaked at $5K in Q2 2021.
  • 448 funds tracked by Wall St. Rank held UDR as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.