MIFH
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Migdal Insurance & Financial Holdings’s UDR UDR Stock Holding History

Migdal Insurance & Financial Holdings’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
2022
Q3 		– Sell
-11,807
Closed -$544K – 612
2022
Q2 		$544K Sell
11,807
-2,473
-17% -$125K 0.01% 173
2022
Q1 		$829K Sell
14,280
-1,582
-10% -$89.8K 0.01% 192
2021
Q4 		$950K Buy
+15,862
New +$893K 0.01% 207
2019
Q2 		– Sell
-2,903
Closed -$131K – 753
2019
Q1 		$131K Buy
+2,903
New +$126K ﹤0.01% 470
2017
Q3 		– Sell
-2,288
Closed -$90K – 582
2017
Q2 		$90K Sell
2,288
-1,180
-34% -$44.9K ﹤0.01% 358
2017
Q1 		$125K Sell
3,468
-400
-10% -$14.3K ﹤0.01% 342
2016
Q4 		$139K Buy
+3,868
New +$133K ﹤0.01% 288

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UDR Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of UDR (UDR) in Q3 2022, closing a stake of 11,807 shares — an estimated $544K sold.

Migdal Insurance & Financial Holdings first reported a position in UDR in Q4 2016 and held it in 7 quarters. The position peaked at $950K in Q4 2021. 444 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

  • Migdal Insurance & Financial Holdings reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 11,807 UDR shares in Q3 2022, an estimated $544K.
  • Migdal Insurance & Financial Holdings first reported a position in UDR in Q4 2016 and held it in 7 quarters.
  • Migdal Insurance & Financial Holdings's UDR position peaked at $950K in Q4 2021.
  • 444 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.