Neo Ivy Capital Management’s UDR UDR Stock Holding History

Neo Ivy 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
2023 Q4	–	Sell	-30,496	Closed	-$1.09M	–	456
2023 Q3	$1.09M	Buy	+30,496	New	+$1.22M	0.48%	71
2022 Q4	$214K	Buy	+5,532	New	+$219K	0.14%	225
2022 Q1	–	Sell	-25	Closed	-$1K	–	593
2021 Q4	$1K	Sell	25 -7,615	-100%	-$428K	﹤0.01%	413
2021 Q3	$286K	Buy	+7,640	New	+$408K	0.33%	112
2021 Q1	–	Sell	-7,895	Closed	-$303K	–	626
2020 Q4	$303K	Buy	7,895 +1,733	+28%	+$63.2K	0.34%	101
2020 Q3	$200K	Sell	6,162 -1,478	-19%	-$51.9K	0.2%	195
2020 Q2	$286K	Buy	+7,640	New	+$285K	0.33%	112
2019 Q2	–	Sell	-31,746	Closed	-$1.44M	–	410
2019 Q1	$1.44M	Buy	+31,746	New	+$1.38M	0.82%	5

Other funds holding UDR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Neo Ivy Capital Management's UDR Position: Q4 2023 in Review

Neo Ivy Capital Management sold out of UDR (UDR) in Q4 2023, closing a stake of 30,496 shares — an estimated $1.09M sold.

Neo Ivy Capital Management first reported a position in UDR in Q1 2019 and held it in 8 quarters. The position peaked at $1.44M in Q1 2019. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

Neo Ivy Capital Management reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
Neo Ivy Capital Management sold 30,496 UDR shares in Q4 2023, an estimated $1.09M.
Neo Ivy Capital Management first reported a position in UDR in Q1 2019 and held it in 8 quarters.
Neo Ivy Capital Management's UDR position peaked at $1.44M in Q1 2019.
461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.