Nelson Capital Management’s UDR UDR Stock Holding History

Nelson Capital 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
2019 Q3	–	Sell	-2,135	Closed	-$96K	–	346
2019 Q2	$96K	Buy	+2,135	New	+$96.1K	0.02%	115
2019 Q1	–	Sell	-2,135	Closed	-$85K	–	331
2018 Q4	$85K	Sell	2,135 -100	-4%	-$4.04K	0.02%	109
2018 Q3	$90K	Hold	2,235	–	–	0.02%	106
2018 Q2	$84K	Buy	+2,235	New	+$80.8K	0.02%	108
2018 Q1	–	Sell	-2,235	Closed	-$86K	–	318
2017 Q4	$86K	Hold	2,235	–	–	0.03%	109
2017 Q3	$85K	Hold	2,235	–	–	0.03%	105
2017 Q2	$87K	Hold	2,235	–	–	0.03%	107
2017 Q1	$81K	Hold	2,235	–	–	0.03%	111
2016 Q4	$82K	Hold	2,235	–	–	0.03%	105
2016 Q3	$80K	Buy	+2,235	New	+$81.5K	0.03%	106

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nelson Capital Management's UDR Position: Q3 2019 in Review

Nelson Capital Management sold out of UDR (UDR) in Q3 2019, closing a stake of 2,135 shares — an estimated $96K sold.

Nelson Capital Management first reported a position in UDR in Q3 2016 and held it in 10 quarters. The position peaked at $96K in Q2 2019. 424 funds tracked by Wall St. Rank hold UDR as of Q3 2019.

Nelson Capital Management reported no remaining UDR position as of Q3 2019 after selling out during the quarter.
Nelson Capital Management sold 2,135 UDR shares in Q3 2019, an estimated $96K.
Nelson Capital Management first reported a position in UDR in Q3 2016 and held it in 10 quarters.
Nelson Capital Management's UDR position peaked at $96K in Q2 2019.
424 funds tracked by Wall St. Rank held UDR as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.