OPS
UE icon

Orion Portfolio Solutions’s Urban Edge Properties UE Stock Holding History

Orion Portfolio Solutions’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-393
Closed -$5K – 1938
2020
Q2 		$5K Buy
+393
New +$3.94K ﹤0.01% 1497
2020
Q1 		– Sell
-96
Closed -$2K – 2323
2019
Q4 		$2K Buy
+96
New +$1.94K ﹤0.01% 1563

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Urban Edge Properties (UE) in Q3 2020, closing a stake of 393 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in UE in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 199 funds tracked by Wall St. Rank hold UE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Urban Edge Properties position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 393 Urban Edge Properties shares in Q3 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in Urban Edge Properties in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Urban Edge Properties position peaked at $5K in Q2 2020.
  • 199 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2020.

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