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Mount Lucas Management’s UDR UDR Stock Holding History

Mount Lucas 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
2020
Q2 		– Sell
-43,630
Closed -$1.59M – 77
2020
Q1 		$1.59M Buy
43,630
+11,357
+35% +$514K 0.33% 33
2019
Q4 		$1.51M Sell
32,273
-11,744
-27% -$564K 0.3% 70
2019
Q3 		$2.13M Sell
44,017
-3,244
-7% -$153K 0.38% 60
2019
Q2 		$2.12M Sell
47,261
-629
-1% -$28.3K 0.36% 78
2019
Q1 		$2.18M Buy
+47,890
New +$2.08M 0.36% 70

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Mount Lucas Management's UDR Position: Q2 2020 in Review

Mount Lucas Management sold out of UDR (UDR) in Q2 2020, closing a stake of 43,630 shares — an estimated $1.59M sold.

Mount Lucas Management first reported a position in UDR in Q1 2019 and held it in 5 quarters. The position peaked at $2.18M in Q1 2019. 401 funds tracked by Wall St. Rank hold UDR as of Q2 2020.

  • Mount Lucas Management reported no remaining UDR position as of Q2 2020 after selling out during the quarter.
  • Mount Lucas Management sold 43,630 UDR shares in Q2 2020, an estimated $1.59M.
  • Mount Lucas Management first reported a position in UDR in Q1 2019 and held it in 5 quarters.
  • Mount Lucas Management's UDR position peaked at $2.18M in Q1 2019.
  • 401 funds tracked by Wall St. Rank held UDR as of Q2 2020.

Based on Mount Lucas Management's 13F filing for Q2 2020, filed 14 Aug 2020.