Old North State Trust’s UDR UDR Stock Holding History

Old North State Trust’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
2021 Q4	–	Sell	-51	Closed	-$3K	–	357
2021 Q3	$3K	Hold	51	–	–	﹤0.01%	321
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	346
2021 Q1	$2K	Sell	51 -892	-95%	-$36.9K	﹤0.01%	335
2020 Q4	$36K	Buy	943 +79	+9%	+$2.88K	0.03%	226
2020 Q3	$28K	Buy	+864	New	+$30.3K	0.02%	226

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Old North State Trust's UDR Position: Q4 2021 in Review

Old North State Trust sold out of UDR (UDR) in Q4 2021, closing a stake of 51 shares — an estimated $3K sold.

Old North State Trust first reported a position in UDR in Q3 2020 and held it in 5 quarters. The position peaked at $36K in Q4 2020. 468 funds tracked by Wall St. Rank hold UDR as of Q4 2021.

Old North State Trust reported no remaining UDR position as of Q4 2021 after selling out during the quarter.
Old North State Trust sold 51 UDR shares in Q4 2021, an estimated $3K.
Old North State Trust first reported a position in UDR in Q3 2020 and held it in 5 quarters.
Old North State Trust's UDR position peaked at $36K in Q4 2020.
468 funds tracked by Wall St. Rank held UDR as of Q4 2021.

Based on Old North State Trust's 13F filing for Q4 2021, filed 25 Jan 2022.