Northwestern Mutual Wealth Management
UBP

Northwestern Mutual Wealth Management’s Urstadt Biddle Properties Inc. UBP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio UBP Stock Details UBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-144
Closed -$2.62K – 3641
2022
Q4 		$2.62K Buy
+144
New +$2.68K ﹤0.01% 2898
2016
Q3 		– Sell
-34
Closed -$1K – 2369
2016
Q2 		$1K Buy
+34
New +$660 ﹤0.01% 1995

Other funds holding UBP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management's UBP Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of Urstadt Biddle Properties Inc. (UBP) in Q1 2023, closing a stake of 144 shares — an estimated $2.62K sold.

Northwestern Mutual Wealth Management first reported a position in UBP in Q2 2016 and held it in 2 quarters. The position peaked at $2.62K in Q4 2022. 17 funds tracked by Wall St. Rank hold UBP as of Q1 2023.

  • Northwestern Mutual Wealth Management reported no remaining Urstadt Biddle Properties Inc. position as of Q1 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 144 Urstadt Biddle Properties Inc. shares in Q1 2023, an estimated $2.62K.
  • Northwestern Mutual Wealth Management first reported a position in Urstadt Biddle Properties Inc. in Q2 2016 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Urstadt Biddle Properties Inc. position peaked at $2.62K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.