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Navellier & Associates’s UDR UDR Stock Holding History

Navellier & Associates’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
2016
Q4 		– Sell
-8,942
Closed -$322K – 323
2016
Q3 		$322K Sell
8,942
-31
-0.3% -$1.13K 0.05% 201
2016
Q2 		$331K Sell
8,973
-455
-5% -$16.3K 0.05% 171
2016
Q1 		$363K Sell
9,428
-372
-4% -$13.3K 0.05% 149
2015
Q4 		$368K Sell
9,800
-3,628
-27% -$130K 0.04% 149
2015
Q3 		$463K Buy
+13,428
New +$448K 0.05% 168

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Navellier & Associates's UDR Position: Q4 2016 in Review

Navellier & Associates sold out of UDR (UDR) in Q4 2016, closing a stake of 8,942 shares — an estimated $322K sold.

Navellier & Associates first reported a position in UDR in Q3 2015 and held it in 5 quarters. The position peaked at $463K in Q3 2015. 348 funds tracked by Wall St. Rank hold UDR as of Q4 2016.

  • Navellier & Associates reported no remaining UDR position as of Q4 2016 after selling out during the quarter.
  • Navellier & Associates sold 8,942 UDR shares in Q4 2016, an estimated $322K.
  • Navellier & Associates first reported a position in UDR in Q3 2015 and held it in 5 quarters.
  • Navellier & Associates's UDR position peaked at $463K in Q3 2015.
  • 348 funds tracked by Wall St. Rank held UDR as of Q4 2016.

Based on Navellier & Associates's 13F filing for Q4 2016, filed 13 Feb 2017.