Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3.36M Buy
89,834
+232
+0.3% +$8.54K 0.04% 202
2023
Q4
$3.43M Sell
89,602
-129,776
-59% -$4.51M 0.04% 201
2023
Q3
$7.83M Sell
219,378
-19,068
-8% -$760K 0.1% 151
2023
Q2
$10.2M Hold
238,446
0.12% 138
2023
Q1
$9.79M Buy
238,446
+57,830
+32% +$2.39M 0.11% 151
2022
Q4
$7M Sell
180,616
-106,260
-37% -$4.2M 0.09% 183
2022
Q3
$12M Buy
286,876
+22,149
+8% +$1.02M 0.16% 133
2022
Q2
$12.2M Buy
264,727
+60,727
+30% +$3.06M 0.14% 137
2022
Q1
$11.7M Sell
204,000
-4,834
-2% -$274K 0.11% 162
2021
Q4
$12.5M Buy
208,834
+17,829
+9% +$1M 0.1% 165
2021
Q3
$10.1M Buy
191,005
+21,808
+13% +$1.16M 0.09% 178
2021
Q2
$8.29M Sell
169,197
-2,699
-2% -$127K 0.07% 200
2021
Q1
$7.54M Sell
171,896
-835
-0.5% -$34.5K 0.06% 201
2020
Q4
$6.64M Buy
172,731
+93,020
+117% +$3.39M 0.06% 202
2020
Q3
$2.6M Buy
79,711
+16,699
+27% +$586K 0.03% 242
2020
Q2
$2.35M Sell
63,012
-15,840
-20% -$591K 0.03% 239
2020
Q1
$2.88M Sell
78,852
-66,594
-46% -$3.01M 0.03% 229
2019
Q4
$6.79M Buy
145,446
+38,661
+36% +$1.86M 0.07% 182
2019
Q3
$5.17M Sell
106,785
-42,985
-29% -$2.02M 0.06% 207
2019
Q2
$6.72M Hold
149,770
0.07% 188
2019
Q1
$6.81M Sell
149,770
-42,895
-22% -$1.86M 0.07% 170
2018
Q4
$7.63M Sell
192,665
-25,825
-12% -$1.04M 0.09% 148
2018
Q3
$8.83M Sell
218,490
-730
-0.3% -$28.4K 0.09% 141
2018
Q2
$8.23M Buy
219,220
+9,180
+4% +$332K 0.08% 143
2018
Q1
$7.48M Buy
210,040
+65,585
+45% +$2.31M 0.07% 142
2017
Q4
$5.56M Buy
+144,455
New +$5.62M 0.05% 171

Other funds holding UDR

Manning & Napier Group's UDR Position: Q1 2024 in Review

Manning & Napier Group increased its UDR (UDR) stake by 0.26% in Q1 2024, buying an estimated $8.54K and bringing the position to 89,834 shares worth $3.36M. The position accounts for 0.04% of the portfolio, ranked #202.

Manning & Napier Group first reported a position in UDR in Q4 2017 and has held it in 26 quarters since. The position peaked at $12.5M in Q4 2021. 454 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

  • Manning & Napier Group held 89,834 shares of UDR worth $3.36M as of Q1 2024.
  • Manning & Napier Group bought 232 UDR shares in Q1 2024, an estimated $8.54K.
  • UDR made up 0.04% of Manning & Napier Group's portfolio in Q1 2024, its #202 holding.
  • Manning & Napier Group first reported a position in UDR in Q4 2017 and has held it in 26 quarters since.
  • Manning & Napier Group's UDR position peaked at $12.5M in Q4 2021.
  • 454 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on Manning & Napier Group's 13F filing for Q1 2024, filed 15 Apr 2024.