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Neo Ivy Capital Management’s Urban Edge Properties UE Stock Holding History

Neo Ivy Capital Management’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,841
Closed -$112K – 629
2021
Q2 		$112K Buy
5,841
+5,000
+595% +$94.3K 0.11% 247
2021
Q1 		$14K Buy
+841
New +$13.2K 0.02% 415
2020
Q1 		– Sell
-9,706
Closed -$186K – 549
2019
Q4 		$186K Buy
+9,706
New +$196K 0.22% 165
2019
Q2 		– Sell
-17,852
Closed -$339K – 411
2019
Q1 		$339K Buy
17,852
+2,436
+16% +$47.1K 0.19% 172
2018
Q4 		$256K Buy
+15,416
New +$304K 0.2% 191

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Neo Ivy Capital Management's UE Position: Q3 2021 in Review

Neo Ivy Capital Management sold out of Urban Edge Properties (UE) in Q3 2021, closing a stake of 5,841 shares — an estimated $112K sold.

Neo Ivy Capital Management first reported a position in UE in Q4 2018 and held it in 5 quarters. The position peaked at $339K in Q1 2019. 193 funds tracked by Wall St. Rank hold UE as of Q3 2021.

  • Neo Ivy Capital Management reported no remaining Urban Edge Properties position as of Q3 2021 after selling out during the quarter.
  • Neo Ivy Capital Management sold 5,841 Urban Edge Properties shares in Q3 2021, an estimated $112K.
  • Neo Ivy Capital Management first reported a position in Urban Edge Properties in Q4 2018 and held it in 5 quarters.
  • Neo Ivy Capital Management's Urban Edge Properties position peaked at $339K in Q1 2019.
  • 193 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2021.

Based on Neo Ivy Capital Management's 13F filing for Q3 2021, filed 16 Nov 2021.