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Newbridge Financial Services Group’s UDR UDR Stock Holding History

Newbridge Financial Services Group’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
2025
Q1 		– Sell
-122
Closed -$5.3K – 1155
2024
Q4 		$5.3K Buy
+122
New +$5.39K ﹤0.01% 857
2022
Q3 		– Sell
-92
Closed -$4K – 1481
2022
Q2 		$4K Buy
92
+42
+84% +$2.12K ﹤0.01% 1075
2022
Q1 		$3K Buy
+50
New +$2.84K ﹤0.01% 1249

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newbridge Financial Services Group's UDR Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of UDR (UDR) in Q1 2025, closing a stake of 122 shares — an estimated $5.3K sold.

Newbridge Financial Services Group first reported a position in UDR in Q1 2022 and held it in 3 quarters. The position peaked at $5.3K in Q4 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 122 UDR shares in Q1 2025, an estimated $5.3K.
  • Newbridge Financial Services Group first reported a position in UDR in Q1 2022 and held it in 3 quarters.
  • Newbridge Financial Services Group's UDR position peaked at $5.3K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.