Lourd Capital’s UDR UDR Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-5,254	Closed	-$208K	–	282
2018 Q4	$208K	Sell	5,254 -106	-2%	-$4.28K	0.02%	276
2018 Q3	$217K	Buy	+5,360	New	+$209K	0.01%	292
2018 Q1	–	Sell	-15,405	Closed	-$593K	–	320
2017 Q4	$593K	Buy	+15,405	New	+$599K	0.04%	134

Other funds holding UDR

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lourd Capital's UDR Position: Q1 2019 in Review

Lourd Capital sold out of UDR (UDR) in Q1 2019, closing a stake of 5,254 shares — an estimated $208K sold.

Lourd Capital first reported a position in UDR in Q4 2017 and held it in 3 quarters. The position peaked at $593K in Q4 2017. 422 funds tracked by Wall St. Rank hold UDR as of Q1 2019.

Lourd Capital reported no remaining UDR position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 5,254 UDR shares in Q1 2019, an estimated $208K.
Lourd Capital first reported a position in UDR in Q4 2017 and held it in 3 quarters.
Lourd Capital's UDR position peaked at $593K in Q4 2017.
422 funds tracked by Wall St. Rank held UDR as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.