MWNA
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Marshall Wace North America’s UDR UDR Stock Holding History

Marshall Wace North America’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
2020
Q4 		– Sell
-113,677
Closed -$3.71M – 1597
2020
Q3 		$3.71M Buy
113,677
+79,228
+230% +$2.78M 0.02% 454
2020
Q2 		$1.29M Buy
+34,449
New +$1.29M 0.01% 697
2020
Q1 		– Sell
-64,438
Closed -$3.01M – 1612
2019
Q4 		$3.01M Buy
+64,438
New +$3.09M 0.01% 488
2019
Q2 		– Sell
-12,106
Closed -$551K – 1620
2019
Q1 		$551K Buy
12,106
+9,732
+410% +$422K ﹤0.01% 786
2018
Q4 		$94K Buy
+2,374
New +$95.9K ﹤0.01% 1094
2017
Q2 		– Sell
-85,261
Closed -$3.07M – 1468
2017
Q1 		$3.07M Buy
+85,261
New +$3.05M 0.02% 495

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace North America's UDR Position: Q4 2020 in Review

Marshall Wace North America sold out of UDR (UDR) in Q4 2020, closing a stake of 113,677 shares — an estimated $3.71M sold.

Marshall Wace North America first reported a position in UDR in Q1 2017 and held it in 6 quarters. The position peaked at $3.71M in Q3 2020. 423 funds tracked by Wall St. Rank hold UDR as of Q4 2020.

  • Marshall Wace North America reported no remaining UDR position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace North America sold 113,677 UDR shares in Q4 2020, an estimated $3.71M.
  • Marshall Wace North America first reported a position in UDR in Q1 2017 and held it in 6 quarters.
  • Marshall Wace North America's UDR position peaked at $3.71M in Q3 2020.
  • 423 funds tracked by Wall St. Rank held UDR as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.