NEIRG Wealth Management’s UDR UDR Stock Holding History

NEIRG 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
2022 Q2	–	Sell	-3,571	Closed	-$205K	–	152
2022 Q1	$205K	Buy	3,571 +75	+2%	+$4.26K	0.04%	134
2021 Q4	$210K	Buy	+3,496	New	+$197K	0.04%	120

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEIRG Wealth Management's UDR Position: Q2 2022 in Review

NEIRG Wealth Management sold out of UDR (UDR) in Q2 2022, closing a stake of 3,571 shares — an estimated $205K sold.

NEIRG Wealth Management first reported a position in UDR in Q4 2021 and held it in 2 quarters. The position peaked at $210K in Q4 2021. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

NEIRG Wealth Management reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
NEIRG Wealth Management sold 3,571 UDR shares in Q2 2022, an estimated $205K.
NEIRG Wealth Management first reported a position in UDR in Q4 2021 and held it in 2 quarters.
NEIRG Wealth Management's UDR position peaked at $210K in Q4 2021.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on NEIRG Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.