LS Investment Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,066
| Closed | -$233K | – | 891 |
|
|
2020
Q4 | $233K | Sell |
6,066
-134
| -2% | -$4.89K | 0.01% | 757 |
|
|
2020
Q3 | $202K | Sell |
6,200
-33
| -0.5% | -$1.16K | 0.01% | 713 |
|
|
2020
Q2 | $233K | Sell |
6,233
-24,374
| -80% | -$910K | 0.01% | 662 |
|
|
2020
Q1 | $1.12M | Sell |
30,607
-1,683
| -5% | -$76.2K | 0.08% | 223 |
|
|
2019
Q4 | $1.51M | Sell |
32,290
-242
| -0.7% | -$11.6K | 0.08% | 234 |
|
|
2019
Q3 | $1.58M | Sell |
32,532
-1,080
| -3% | -$50.9K | 0.09% | 223 |
|
|
2019
Q2 | $1.51M | Buy |
33,612
+1,105
| +3% | +$49.8K | 0.09% | 220 |
|
|
2019
Q1 | $1.48M | Sell |
32,507
-2,591
| -7% | -$112K | 0.09% | 224 |
|
|
2018
Q4 | $1.39M | Sell |
35,098
-5,969
| -15% | -$241K | 0.1% | 217 |
|
|
2018
Q3 | $1.66M | Sell |
41,067
-3,526
| -8% | -$137K | 0.1% | 212 |
|
|
2018
Q2 | $1.67M | Sell |
44,593
-1,449
| -3% | -$52.4K | 0.1% | 214 |
|
|
2018
Q1 | $1.64M | Buy |
46,042
+6,220
| +16% | +$219K | 0.1% | 217 |
|
|
2017
Q4 | $1.53M | Buy |
39,822
+23,082
| +138% | +$897K | 0.09% | 222 |
|
|
2017
Q3 | $637K | Buy |
16,740
+933
| +6% | +$36.2K | 0.04% | 401 |
|
|
2017
Q2 | $616K | Buy |
15,807
+119
| +0.8% | +$4.53K | 0.04% | 403 |
|
|
2017
Q1 | $569K | Buy |
15,688
+3,216
| +26% | +$115K | 0.04% | 405 |
|
|
2016
Q4 | $455K | Buy |
12,472
+616
| +5% | +$21.1K | 0.03% | 440 |
|
|
2016
Q3 | $427K | Sell |
11,856
-3,108
| -21% | -$113K | 0.03% | 439 |
|
|
2016
Q2 | $552K | Sell |
14,964
-493
| -3% | -$17.7K | 0.04% | 383 |
|
|
2016
Q1 | $596K | Sell |
15,457
-3,288
| -18% | -$118K | 0.04% | 332 |
|
|
2015
Q4 | $704K | Buy |
18,745
+1,252
| +7% | +$44.9K | 0.05% | 282 |
|
|
2015
Q3 | $603K | Buy |
17,493
+291
| +2% | +$9.7K | 0.05% | 301 |
|
|
2015
Q2 | $551K | Buy |
17,202
+8,253
| +92% | +$271K | 0.04% | 339 |
|
|
2015
Q1 | $305K | Hold |
8,949
| – | – | 0.02% | 506 |
|
|
2014
Q4 | $276K | Hold |
8,949
| – | – | 0.02% | 518 |
|
|
2014
Q3 | $244K | Hold |
8,949
| – | – | 0.02% | 512 |
|
|
2014
Q2 | $256K | Sell |
8,949
-310
| -3% | -$8.35K | 0.02% | 509 |
|
|
2014
Q1 | $239K | Hold |
9,259
| – | – | 0.02% | 519 |
|
|
2013
Q4 | $216K | Buy |
+9,259
| New | +$222K | 0.02% | 500 |
|
Other funds holding UDR
