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Park Avenue Securities’s UDR UDR Stock Holding History

Park Avenue Securities’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
2023
Q1 		– Sell
-5,175
Closed -$200K – 1138
2022
Q4 		$200K Sell
5,175
-3,930
-43% -$155K ﹤0.01% 1145
2022
Q3 		$380K Buy
9,105
+3,889
+75% +$178K 0.01% 818
2022
Q2 		$240K Buy
5,216
+1,327
+34% +$66.9K ﹤0.01% 1002
2022
Q1 		$223K Buy
3,889
+555
+17% +$31.5K ﹤0.01% 1058
2021
Q4 		$200K Buy
+3,334
New +$188K ﹤0.01% 1069

Other funds holding UDR

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Park Avenue Securities's UDR Position: Q1 2023 in Review

Park Avenue Securities sold out of UDR (UDR) in Q1 2023, closing a stake of 5,175 shares — an estimated $200K sold.

Park Avenue Securities first reported a position in UDR in Q4 2021 and held it in 5 quarters. The position peaked at $380K in Q3 2022. 437 funds tracked by Wall St. Rank hold UDR as of Q1 2023.

  • Park Avenue Securities reported no remaining UDR position as of Q1 2023 after selling out during the quarter.
  • Park Avenue Securities sold 5,175 UDR shares in Q1 2023, an estimated $200K.
  • Park Avenue Securities first reported a position in UDR in Q4 2021 and held it in 5 quarters.
  • Park Avenue Securities's UDR position peaked at $380K in Q3 2022.
  • 437 funds tracked by Wall St. Rank held UDR as of Q1 2023.

Based on Park Avenue Securities's 13F filing for Q1 2023, filed 18 Apr 2023.