MFG
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Mendota Financial Group’s Urban Edge Properties UE Stock Holding History

Mendota Financial Group’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12
Closed -$257 – 1117
2024
Q3 		$257 Buy
+12
New +$241 ﹤0.01% 543

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Geode Capital Management
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WHG
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RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
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Mendota Financial Group's UE Position: Q4 2024 in Review

Mendota Financial Group sold out of Urban Edge Properties (UE) in Q4 2024, closing a stake of 12 shares — an estimated $257 sold.

Mendota Financial Group first reported a position in UE in Q3 2024 and held it in 1 quarter. The position peaked at $257 in Q3 2024. 236 funds tracked by Wall St. Rank hold UE as of Q4 2024.

  • Mendota Financial Group reported no remaining Urban Edge Properties position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 12 Urban Edge Properties shares in Q4 2024, an estimated $257.
  • Mendota Financial Group first reported a position in Urban Edge Properties in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Urban Edge Properties position peaked at $257 in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.