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Mirabella Financial Services’s Urban Edge Properties UE Stock Holding History

Mirabella Financial Services’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
2023
Q2 		– Sell
-17,315
Closed -$261K – 664
2023
Q1 		$261K Buy
+17,315
New +$261K 0.04% 301
2022
Q4 		– Sell
-19,650
Closed -$258K – 528
2022
Q3 		$258K Buy
+19,650
New +$306K 0.03% 236
2021
Q4 		– Sell
-12,150
Closed -$222K – 605
2021
Q3 		$222K Buy
+12,150
New +$227K 0.03% 391

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Mirabella Financial Services's UE Position: Q2 2023 in Review

Mirabella Financial Services sold out of Urban Edge Properties (UE) in Q2 2023, closing a stake of 17,315 shares — an estimated $261K sold.

Mirabella Financial Services first reported a position in UE in Q3 2021 and held it in 3 quarters. The position peaked at $261K in Q1 2023. 183 funds tracked by Wall St. Rank hold UE as of Q2 2023.

  • Mirabella Financial Services reported no remaining Urban Edge Properties position as of Q2 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 17,315 Urban Edge Properties shares in Q2 2023, an estimated $261K.
  • Mirabella Financial Services first reported a position in Urban Edge Properties in Q3 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Urban Edge Properties position peaked at $261K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2023.

Based on Mirabella Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.