MPAM
UBA

Monarch Partners Asset Management’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Monarch Partners Asset Management’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-117,575
Closed -$2.5M – 189
2021
Q4 		$2.5M Sell
117,575
-48,432
-29% -$973K 0.51% 90
2021
Q3 		$3.14M Buy
166,007
+63,897
+63% +$1.22M 0.46% 83
2021
Q2 		$1.98M Buy
+102,110
New +$1.89M 0.28% 110

Other funds holding UBA

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monarch Partners Asset Management's UBA Position: Q1 2022 in Review

Monarch Partners Asset Management sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2022, closing a stake of 117,575 shares — an estimated $2.5M sold.

Monarch Partners Asset Management first reported a position in UBA in Q2 2021 and held it in 3 quarters. The position peaked at $3.14M in Q3 2021. 172 funds tracked by Wall St. Rank hold UBA as of Q1 2022.

  • Monarch Partners Asset Management reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2022 after selling out during the quarter.
  • Monarch Partners Asset Management sold 117,575 Urstadt Biddle Properties Inc. Class A shares in Q1 2022, an estimated $2.5M.
  • Monarch Partners Asset Management first reported a position in Urstadt Biddle Properties Inc. Class A in Q2 2021 and held it in 3 quarters.
  • Monarch Partners Asset Management's Urstadt Biddle Properties Inc. Class A position peaked at $3.14M in Q3 2021.
  • 172 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2022.

Based on Monarch Partners Asset Management's 13F filing for Q1 2022, filed 6 May 2022.