O'Shaughnessy Asset Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $953K | Buy |
28,216
+13,074
| +86% | +$480K | ﹤0.01% | 1209 |
|
|
2025
Q4 | $555K | Buy |
15,142
+202
| +1% | +$7.18K | ﹤0.01% | 1444 |
|
|
2025
Q3 | $557K | Sell |
14,940
-7,066
| -32% | -$276K | ﹤0.01% | 1424 |
|
|
2025
Q2 | $899K | Sell |
22,006
-3,369
| -13% | -$140K | 0.01% | 1105 |
|
|
2025
Q1 | $1.15M | Buy |
25,375
+3,307
| +15% | +$142K | 0.01% | 928 |
|
|
2024
Q4 | $958K | Buy |
22,068
+3,965
| +22% | +$175K | 0.01% | 981 |
|
|
2024
Q3 | $795K | Buy |
18,103
+6,066
| +50% | +$260K | 0.01% | 1007 |
|
|
2024
Q2 | $495K | Buy |
+12,037
| New | +$464K | 0.01% | 1132 |
|
|
2021
Q4 | – | Sell |
-122
| Closed | -$6K | – | 2415 |
|
|
2021
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 2299 |
|
|
2021
Q2 | $6K | Buy |
122
+76
| +165% | +$3.58K | ﹤0.01% | 2115 |
|
|
2021
Q1 | $2K | Buy |
46
+40
| +667% | +$1.65K | ﹤0.01% | 2100 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 2230 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 2006 |
|
|
2020
Q2 | $0 | Sell |
6
-33
| -85% | -$1.23K | ﹤0.01% | 1903 |
|
|
2020
Q1 | $1K | Buy |
+39
| New | +$1.76K | ﹤0.01% | 1247 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 1250 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | +$45 | ﹤0.01% | 1222 |
|
|
2018
Q3 | – | Sell |
-96
| Closed | -$4K | – | 975 |
|
|
2018
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 815 |
|
|
2018
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 842 |
|
|
2017
Q4 | $4K | Buy |
+96
| New | +$3.73K | ﹤0.01% | 840 |
|
Other funds holding UDR
VPM
VCM
CIM