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Oakbrook Investments’s UDR UDR Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-7,724
Closed -$361K – 490
2019
Q4 		$361K Sell
7,724
-4,400
-36% -$211K 0.07% 414
2019
Q3 		$588K Sell
12,124
-1,150
-9% -$54.2K 0.04% 352
2019
Q2 		$596K Buy
13,274
+230
+2% +$10.4K 0.04% 360
2019
Q1 		$593K Buy
13,044
+300
+2% +$13K 0.04% 363
2018
Q4 		$505K Sell
12,744
-1,461
-10% -$59K 0.03% 365
2018
Q3 		$574K Buy
14,205
+4,100
+41% +$160K 0.03% 417
2018
Q2 		$379K Buy
10,105
+20
+0.2% +$723 0.02% 407
2018
Q1 		$359K Buy
10,085
+400
+4% +$14.1K 0.02% 428
2017
Q4 		$373K Hold
9,685
– – 0.02% 417
2017
Q3 		$368K Hold
9,685
– – 0.02% 398
2017
Q2 		$377K Sell
9,685
-500
-5% -$19K 0.03% 378
2017
Q1 		$369K Sell
10,185
-950
-9% -$34K 0.02% 394
2016
Q4 		$406K Sell
11,135
-2,300
-17% -$78.8K 0.03% 399
2016
Q3 		$484K Sell
13,435
-1,600
-11% -$58.3K 0.03% 364
2016
Q2 		$555K Buy
15,035
+900
+6% +$32.2K 0.03% 356
2016
Q1 		$545K Buy
14,135
+1,071
+8% +$38.3K 0.04% 333
2015
Q4 		$491K Buy
13,064
+200
+2% +$7.18K 0.03% 353
2015
Q3 		$444K Buy
12,864
+400
+3% +$13.3K 0.03% 370
2015
Q2 		$399K Buy
12,464
+500
+4% +$16.4K 0.02% 402
2015
Q1 		$407K Buy
11,964
+400
+3% +$13.2K 0.02% 411
2014
Q4 		$356K Buy
11,564
+200
+2% +$6K 0.02% 428
2014
Q3 		$310K Sell
11,364
-2,349
-17% -$68K 0.02% 426
2014
Q2 		$393K Sell
13,713
-700
-5% -$18.8K 0.01% 427
2014
Q1 		$372K Sell
14,413
-874
-6% -$21.9K 0.01% 450
2013
Q4 		$357K Sell
15,287
-1,516
-9% -$36.3K 0.01% 462
2013
Q3 		$398K Sell
16,803
-3,300
-16% -$80.3K 0.01% 436
2013
Q2 		$512K Buy
+20,103
New +$498K 0.01% 424

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Oakbrook Investments's UDR Position: Q1 2020 in Review

Oakbrook Investments sold out of UDR (UDR) in Q1 2020, closing a stake of 7,724 shares — an estimated $361K sold.

Oakbrook Investments first reported a position in UDR in Q2 2013 and held it in 27 quarters. The position peaked at $596K in Q2 2019. 392 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

  • Oakbrook Investments reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 7,724 UDR shares in Q1 2020, an estimated $361K.
  • Oakbrook Investments first reported a position in UDR in Q2 2013 and held it in 27 quarters.
  • Oakbrook Investments's UDR position peaked at $596K in Q2 2019.
  • 392 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.