Mercer Global Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.54M | Sell |
37,802
-356
| -0.9% | -$14.5K | ﹤0.01% | 966 |
|
2025
Q1 | $1.72M | Sell |
38,158
-1,246
| -3% | -$56.3K | ﹤0.01% | 889 |
|
2024
Q4 | $1.71M | Buy |
39,404
+34,923
| +779% | +$1.52M | ﹤0.01% | 879 |
|
2024
Q3 | $201K | Buy |
+4,481
| New | +$201K | ﹤0.01% | 1808 |
|
2024
Q1 | – | Sell |
-5,412
| Closed | -$207K | – | 2143 |
|
2023
Q4 | $207K | Sell |
5,412
-1,073
| -17% | -$41K | ﹤0.01% | 1829 |
|
2023
Q3 | $231K | Sell |
6,485
-1,681
| -21% | -$59.9K | ﹤0.01% | 1693 |
|
2023
Q2 | $351K | Buy |
8,166
+1,091
| +15% | +$46.9K | ﹤0.01% | 1415 |
|
2023
Q1 | $291K | Buy |
7,075
+345
| +5% | +$14.2K | ﹤0.01% | 1534 |
|
2022
Q4 | $261K | Sell |
6,730
-868
| -11% | -$33.7K | ﹤0.01% | 1564 |
|
2022
Q3 | $317K | Sell |
7,598
-468
| -6% | -$19.5K | ﹤0.01% | 1376 |
|
2022
Q2 | $371K | Sell |
8,066
-139
| -2% | -$6.39K | ﹤0.01% | 1319 |
|
2022
Q1 | $471K | Buy |
8,205
+228
| +3% | +$13.1K | ﹤0.01% | 1262 |
|
2021
Q4 | $479K | Sell |
7,977
-474
| -6% | -$28.5K | ﹤0.01% | 1235 |
|
2021
Q3 | $448K | Buy |
8,451
+2,755
| +48% | +$146K | ﹤0.01% | 1220 |
|
2021
Q2 | $279K | Sell |
5,696
-117
| -2% | -$5.73K | ﹤0.01% | 1415 |
|
2021
Q1 | $255K | Buy |
+5,813
| New | +$255K | ﹤0.01% | 1384 |
|
2020
Q4 | – | Sell |
-6,868
| Closed | -$224K | – | 1394 |
|
2020
Q3 | $224K | Buy |
6,868
+457
| +7% | +$14.9K | ﹤0.01% | 1073 |
|
2020
Q2 | $240K | Sell |
6,411
-860
| -12% | -$32.2K | ﹤0.01% | 928 |
|
2020
Q1 | $266K | Buy |
7,271
+89
| +1% | +$3.26K | 0.01% | 847 |
|
2019
Q4 | $335K | Buy |
7,182
+691
| +11% | +$32.2K | 0.01% | 875 |
|
2019
Q3 | $314K | Buy |
6,491
+319
| +5% | +$15.4K | 0.01% | 868 |
|
2019
Q2 | $277K | Buy |
6,172
+516
| +9% | +$23.2K | 0.01% | 907 |
|
2019
Q1 | $257K | Buy |
+5,656
| New | +$257K | 0.01% | 880 |
|