MPS Loria Financial Planners’s UDR UDR Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-34	Closed	-$1K	–	534
2021 Q1	$1K	Hold	34	–	–	﹤0.01%	539
2020 Q4	$1K	Buy	+34	New	+$1.24K	﹤0.01%	587

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

MPS Loria Financial Planners's UDR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of UDR (UDR) in Q2 2021, closing a stake of 34 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in UDR in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 432 funds tracked by Wall St. Rank hold UDR as of Q2 2021.

MPS Loria Financial Planners reported no remaining UDR position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 34 UDR shares in Q2 2021, an estimated $1K.
MPS Loria Financial Planners first reported a position in UDR in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's UDR position peaked at $1K in Q1 2021.
432 funds tracked by Wall St. Rank held UDR as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.