Nicola Wealth Management’s UDR UDR Stock Holding History

Nicola 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
2023 Q3	–	Sell	-29,691	Closed	-$1.28M	–	117
2023 Q2	$1.28M	Sell	29,691 -28,464	-49%	-$1.17M	0.13%	95
2023 Q1	$2.39M	Buy	58,155 +4,500	+8%	+$186K	0.24%	84
2022 Q4	$2.07M	Buy	53,655 +11,700	+28%	+$462K	0.21%	93
2022 Q3	$1.75M	Sell	41,955 -2,700	-6%	-$124K	0.19%	94
2022 Q2	$2.06M	Buy	+44,655	New	+$2.25M	0.2%	94

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nicola Wealth Management's UDR Position: Q3 2023 in Review

Nicola Wealth Management sold out of UDR (UDR) in Q3 2023, closing a stake of 29,691 shares — an estimated $1.28M sold.

Nicola Wealth Management first reported a position in UDR in Q2 2022 and held it in 5 quarters. The position peaked at $2.39M in Q1 2023. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Nicola Wealth Management reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Nicola Wealth Management sold 29,691 UDR shares in Q3 2023, an estimated $1.28M.
Nicola Wealth Management first reported a position in UDR in Q2 2022 and held it in 5 quarters.
Nicola Wealth Management's UDR position peaked at $2.39M in Q1 2023.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Nicola Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.