McMillion Capital Management’s UDR UDR Stock Holding History

McMillion Capital 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
2023 Q2	$63.1K	Buy	+1,468	New	+$60.4K	0.06%	91
2022 Q4	–	Sell	-1,468	Closed	-$61K	–	176
2022 Q3	$61K	Hold	1,468	–	–	0.06%	93
2022 Q2	$68K	Buy	+1,468	New	+$74K	0.06%	93
2021 Q1	–	Sell	-1,468	Closed	-$56K	–	261
2020 Q4	$56K	Buy	+1,468	New	+$53.6K	0.03%	114
2020 Q2	–	Sell	-1,468	Closed	-$54K	–	251
2020 Q1	$54K	Hold	1,468	–	–	0.04%	86
2019 Q4	$69K	Hold	1,468	–	–	0.03%	90
2019 Q3	$71K	Hold	1,468	–	–	0.04%	93
2019 Q2	$66K	Buy	+1,468	New	+$66.1K	0.03%	95

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McMillion Capital Management's UDR Position: Q2 2023 in Review

McMillion Capital Management opened a new position in UDR (UDR) in Q2 2023: 1,468 shares worth $63.1K. The stake represents 0.06% of the portfolio and ranks #91 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in UDR as recently as Q3 2022.

McMillion Capital Management first reported a position in UDR in Q2 2019 and has held it in 8 quarters since. The position peaked at $71K in Q3 2019. 442 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

McMillion Capital Management held 1,468 shares of UDR worth $63.1K as of Q2 2023.
UDR was a new McMillion Capital Management position in Q2 2023.
UDR made up 0.06% of McMillion Capital Management's portfolio in Q2 2023, its #91 holding.
McMillion Capital Management first reported a position in UDR in Q2 2019 and has held it in 8 quarters since.
McMillion Capital Management's UDR position peaked at $71K in Q3 2019.
442 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.