PFO
UBA

Pathstone Family Office’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Pathstone Family Office’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
2023
Q1 		– Sell
-18,779
Closed -$1.04K – 1411
2022
Q4 		$1.04K Buy
+18,779
New +$343K ﹤0.01% 1288

Other funds holding UBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pathstone Family Office's UBA Position: Q1 2023 in Review

Pathstone Family Office sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2023, closing a stake of 18,779 shares — an estimated $1.04K sold.

Pathstone Family Office first reported a position in UBA in Q4 2022 and held it in 1 quarter. The position peaked at $1.04K in Q4 2022. 161 funds tracked by Wall St. Rank hold UBA as of Q1 2023.

  • Pathstone Family Office reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 18,779 Urstadt Biddle Properties Inc. Class A shares in Q1 2023, an estimated $1.04K.
  • Pathstone Family Office first reported a position in Urstadt Biddle Properties Inc. Class A in Q4 2022 and held it in 1 quarter.
  • Pathstone Family Office's Urstadt Biddle Properties Inc. Class A position peaked at $1.04K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.