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Orion Portfolio Solutions’s UDR UDR Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-1,280
Closed -$48K – 1937
2020
Q2 		$48K Sell
1,280
-1,750
-58% -$65.3K ﹤0.01% 712
2020
Q1 		$111K Buy
3,030
+1,615
+114% +$73.1K 0.01% 424
2019
Q4 		$66K Buy
+1,415
New +$67.9K 0.01% 496

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of UDR (UDR) in Q3 2020, closing a stake of 1,280 shares — an estimated $48K sold.

Orion Portfolio Solutions first reported a position in UDR in Q4 2019 and held it in 3 quarters. The position peaked at $111K in Q1 2020. 401 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,280 UDR shares in Q3 2020, an estimated $48K.
  • Orion Portfolio Solutions first reported a position in UDR in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's UDR position peaked at $111K in Q1 2020.
  • 401 funds tracked by Wall St. Rank held UDR as of Q3 2020.

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