MAI Capital Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35K | Buy |
131
+76
| +138% | +$3.1K | ﹤0.01% | 2845 |
|
|
2025
Q1 | $2.49K | Hold |
55
| – | – | ﹤0.01% | 2757 |
|
|
2024
Q4 | $2.39K | Buy |
+55
| New | +$2.39K | ﹤0.01% | 2822 |
|
|
2019
Q3 | – | Sell |
-4,647
| Closed | -$209K | – | 533 |
|
|
2019
Q2 | $209K | Sell |
4,647
-200
| -4% | -$9K | 0.01% | 474 |
|
|
2019
Q1 | $220K | Buy |
+4,847
| New | +$220K | 0.01% | 401 |
|
|
2018
Q2 | – | Sell |
-6,200
| Closed | -$221K | – | 484 |
|
|
2018
Q1 | $221K | Hold |
6,200
| – | – | 0.01% | 401 |
|
|
2017
Q4 | $239K | Hold |
6,200
| – | – | 0.01% | 399 |
|
|
2017
Q3 | $236K | Hold |
6,200
| – | – | 0.01% | 380 |
|
|
2017
Q2 | $242K | Sell |
6,200
-2,446
| -28% | -$95.5K | 0.02% | 377 |
|
|
2017
Q1 | $314K | Hold |
8,646
| – | – | 0.02% | 323 |
|
|
2016
Q4 | $315K | Hold |
8,646
| – | – | 0.02% | 320 |
|
|
2016
Q3 | $311K | Hold |
8,646
| – | – | 0.02% | 325 |
|
|
2016
Q2 | $319K | Hold |
8,646
| – | – | 0.02% | 312 |
|
|
2016
Q1 | $333K | Hold |
8,646
| – | – | 0.03% | 314 |
|
|
2015
Q4 | $325K | Hold |
8,646
| – | – | 0.02% | 315 |
|
|
2015
Q3 | $298K | Hold |
8,646
| – | – | 0.02% | 344 |
|
|
2015
Q2 | $277K | Hold |
8,646
| – | – | 0.02% | 379 |
|
|
2015
Q1 | $294K | Hold |
8,646
| – | – | 0.02% | 378 |
|
|
2014
Q4 | $266K | Hold |
8,646
| – | – | 0.02% | 382 |
|
|
2014
Q3 | $236K | Hold |
8,646
| – | – | 0.02% | 343 |
|
|
2014
Q2 | $248K | Hold |
8,646
| – | – | 0.02% | 335 |
|
|
2014
Q1 | $223K | Hold |
8,646
| – | – | 0.02% | 353 |
|
|
2013
Q4 | $202K | Hold |
8,646
| – | – | 0.02% | 361 |
|
|
2013
Q3 | $205K | Hold |
8,646
| – | – | 0.03% | 317 |
|
|
2013
Q2 | $220K | Buy |
+8,646
| New | +$220K | 0.03% | 278 |
|