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Martingale Asset Management’s UDR UDR Stock Holding History

Martingale Asset Management’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
Q3 		– Sell
-110,943
Closed -$4.15M – 1092
2020
Q2 		$4.15M Sell
110,943
-60,071
-35% -$2.24M 0.05% 352
2020
Q1 		$6.25M Sell
171,014
-281,199
-62% -$12.7M 0.08% 244
2019
Q4 		$21.1M Sell
452,213
-63,448
-12% -$3.05M 0.22% 146
2019
Q3 		$25M Sell
515,661
-3,689
-0.7% -$174K 0.25% 128
2019
Q2 		$23.3M Sell
519,350
-9,100
-2% -$410K 0.24% 125
2019
Q1 		$24M Sell
528,450
-7,260
-1% -$315K 0.26% 127
2018
Q4 		$21.2M Sell
535,710
-18,840
-3% -$761K 0.28% 118
2018
Q3 		$22.4M Sell
554,550
-1,400
-0.3% -$54.5K 0.26% 123
2018
Q2 		$20.9M Sell
555,950
-44,621
-7% -$1.61M 0.26% 125
2018
Q1 		$21.4M Buy
600,571
+14,332
+2% +$505K 0.28% 124
2017
Q4 		$22.6M Buy
586,239
+317,789
+118% +$12.4M 0.3% 121
2017
Q3 		$10.2M Buy
268,450
+230,546
+608% +$8.94M 0.14% 171
2017
Q2 		$1.48M Buy
+37,904
New +$1.44M 0.02% 631

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Martingale Asset Management's UDR Position: Q3 2020 in Review

Martingale Asset Management sold out of UDR (UDR) in Q3 2020, closing a stake of 110,943 shares — an estimated $4.15M sold.

Martingale Asset Management first reported a position in UDR in Q2 2017 and held it in 13 quarters. The position peaked at $25M in Q3 2019. 402 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

  • Martingale Asset Management reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
  • Martingale Asset Management sold 110,943 UDR shares in Q3 2020, an estimated $4.15M.
  • Martingale Asset Management first reported a position in UDR in Q2 2017 and held it in 13 quarters.
  • Martingale Asset Management's UDR position peaked at $25M in Q3 2019.
  • 402 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on Martingale Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.