Mackay Shields LLC’s UDR UDR Stock Holding History

Mackay Shields LLC’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
2022 Q2	–	Sell	-42,157	Closed	-$2.42M	–	672
2022 Q1	$2.42M	Sell	42,157 -1,904	-4%	-$108K	0.02%	517
2021 Q4	$2.64M	Sell	44,061 -809	-2%	-$45.5K	0.02%	514
2021 Q3	$2.38M	Sell	44,870 -3,432	-7%	-$183K	0.02%	509
2021 Q2	$2.37M	Sell	48,302 -10,984	-19%	-$517K	0.02%	511
2021 Q1	$2.6M	Sell	59,286 -22,322	-27%	-$923K	0.02%	661
2020 Q4	$3.14M	Buy	81,608 +29,465	+57%	+$1.07M	0.02%	649
2020 Q3	$1.7M	Sell	52,143 -5,826	-10%	-$205K	0.01%	855
2020 Q2	$2.17M	Sell	57,969 -18,367	-24%	-$686K	0.02%	712
2020 Q1	$2.79M	Buy	76,336 +12,723	+20%	+$576K	0.03%	527
2019 Q4	$2.97M	Sell	63,613 -59,706	-48%	-$2.87M	0.02%	710
2019 Q3	$5.98M	Buy	123,319 +74,309	+152%	+$3.5M	0.04%	448
2019 Q2	$2.2M	Sell	49,010 -13,890	-22%	-$625K	0.02%	860
2019 Q1	$2.86M	Sell	62,900 -27,834	-31%	-$1.21M	0.02%	610
2018 Q4	$3.6M	Buy	90,734 +48,043	+113%	+$1.94M	0.03%	540
2018 Q3	$1.73M	Sell	42,691 -618	-1%	-$24K	0.01%	745
2018 Q2	$1.63M	Sell	43,309 -1,729	-4%	-$62.5K	0.01%	832
2018 Q1	$1.6M	Buy	+45,038	New	+$1.59M	0.01%	851

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackay Shields LLC's UDR Position: Q2 2022 in Review

Mackay Shields LLC sold out of UDR (UDR) in Q2 2022, closing a stake of 42,157 shares — an estimated $2.42M sold.

Mackay Shields LLC first reported a position in UDR in Q1 2018 and held it in 17 quarters. The position peaked at $5.98M in Q3 2019. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Mackay Shields LLC reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Mackay Shields LLC sold 42,157 UDR shares in Q2 2022, an estimated $2.42M.
Mackay Shields LLC first reported a position in UDR in Q1 2018 and held it in 17 quarters.
Mackay Shields LLC's UDR position peaked at $5.98M in Q3 2019.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Mackay Shields LLC's 13F filing for Q2 2022, filed 3 Aug 2022.