Moran Wealth Management’s UDR UDR Stock Holding History

Moran Wealth Management’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
2023 Q4	–	Sell	-31,886	Closed	-$1.14M	–	456
2023 Q3	$1.14M	Buy	+31,886	New	+$1.27M	0.04%	256

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's UDR Position: Q4 2023 in Review

Moran Wealth Management sold out of UDR (UDR) in Q4 2023, closing a stake of 31,886 shares — an estimated $1.14M sold.

Moran Wealth Management first reported a position in UDR in Q3 2023 and held it in 1 quarter. The position peaked at $1.14M in Q3 2023. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

Moran Wealth Management reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
Moran Wealth Management sold 31,886 UDR shares in Q4 2023, an estimated $1.14M.
Moran Wealth Management first reported a position in UDR in Q3 2023 and held it in 1 quarter.
Moran Wealth Management's UDR position peaked at $1.14M in Q3 2023.
461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.