My Personal CFO LLC’s UDR UDR Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-177	Closed	-$6.86K	–	775
2022 Q4	$6.86K	Buy	+177	New	+$6.99K	0.01%	318

Other funds holding UDR

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

My Personal CFO LLC's UDR Position: Q1 2023 in Review

My Personal CFO LLC sold out of UDR (UDR) in Q1 2023, closing a stake of 177 shares — an estimated $6.86K sold.

My Personal CFO LLC first reported a position in UDR in Q4 2022 and held it in 1 quarter. The position peaked at $6.86K in Q4 2022. 437 funds tracked by Wall St. Rank hold UDR as of Q1 2023.

My Personal CFO LLC reported no remaining UDR position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 177 UDR shares in Q1 2023, an estimated $6.86K.
My Personal CFO LLC first reported a position in UDR in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's UDR position peaked at $6.86K in Q4 2022.
437 funds tracked by Wall St. Rank held UDR as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.