Pendal Group’s UDR UDR Stock Holding History

Pendal Group’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
2022 Q4	$1.93M	Sell	49,830 -940	-2%	-$37.1K	0.02%	216
2022 Q3	$2.12M	Sell	50,770 -2,930	-5%	-$134K	0.02%	203
2022 Q2	$2.47M	Buy	53,700 +14,500	+37%	+$731K	0.02%	187
2022 Q1	$2.25M	Sell	39,200 -15,900	-29%	-$903K	0.02%	226
2021 Q4	$3.31M	Sell	55,100 -17,517	-24%	-$986K	0.03%	190
2021 Q3	$3.85M	Buy	72,617 +5,380	+8%	+$287K	0.03%	165
2021 Q2	$3.29M	Sell	67,237 -3,400	-5%	-$160K	0.03%	186
2021 Q1	$3.1M	Buy	70,637 +2,300	+3%	+$95.1K	0.03%	178
2020 Q4	$2.63M	Buy	68,337 +10,337	+18%	+$377K	0.03%	178
2020 Q3	$1.89M	Buy	58,000 +5,700	+11%	+$200K	0.02%	179
2020 Q2	$1.96M	Sell	52,300 -15,200	-23%	-$568K	0.03%	176
2020 Q1	$2.47M	Sell	67,500 -15,500	-19%	-$702K	0.04%	142
2019 Q4	$3.88M	Buy	83,000 +9,300	+13%	+$447K	0.05%	150
2019 Q3	$3.57M	Buy	+73,700	New	+$3.47M	0.05%	150

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Pendal Group's UDR Position: Q4 2022 in Review

Pendal Group reduced its UDR (UDR) stake by 1.9% in Q4 2022, selling an estimated $37.1K and leaving 49,830 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #216.

Pendal Group first reported a position in UDR in Q3 2019 and has held it in 14 quarters since. The position peaked at $3.88M in Q4 2019. 444 funds tracked by Wall St. Rank hold UDR as of Q4 2022.

Pendal Group held 49,830 shares of UDR worth $1.93M as of Q4 2022.
Pendal Group sold 940 UDR shares in Q4 2022, an estimated $37.1K.
UDR made up 0.02% of Pendal Group's portfolio in Q4 2022, its #216 holding.
Pendal Group first reported a position in UDR in Q3 2019 and has held it in 14 quarters since.
Pendal Group's UDR position peaked at $3.88M in Q4 2019.
444 funds tracked by Wall St. Rank held UDR as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.