OPS
UBA

Orion Portfolio Solutions’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Orion Portfolio Solutions’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,028
Closed -$24K – 2419
2020
Q2 		$24K Buy
2,028
+128
+7% +$1.65K ﹤0.01% 900
2020
Q1 		$27K Hold
1,900
– – ﹤0.01% 755
2019
Q4 		$47K Buy
+1,900
New +$45.7K ﹤0.01% 565

Other funds holding UBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's UBA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q3 2020, closing a stake of 2,028 shares — an estimated $24K sold.

Orion Portfolio Solutions first reported a position in UBA in Q4 2019 and held it in 3 quarters. The position peaked at $47K in Q4 2019. 151 funds tracked by Wall St. Rank hold UBA as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,028 Urstadt Biddle Properties Inc. Class A shares in Q3 2020, an estimated $24K.
  • Orion Portfolio Solutions first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Urstadt Biddle Properties Inc. Class A position peaked at $47K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.