Perigon Wealth Management’s UDR UDR Stock Holding History

Perigon Wealth Management’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
2021 Q1	–	Sell	-729	Closed	-$28K	–	1003
2020 Q4	$28K	Buy	+729	New	+$26.6K	﹤0.01%	930
2017 Q3	–	Sell	-2,600	Closed	-$101K	–	714
2017 Q2	$101K	Buy	2,600 +1,000	+63%	+$38.1K	0.02%	303
2017 Q1	$58K	Buy	+1,600	New	+$57.2K	0.01%	378

Other funds holding UDR

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Perigon Wealth Management's UDR Position: Q1 2021 in Review

Perigon Wealth Management sold out of UDR (UDR) in Q1 2021, closing a stake of 729 shares — an estimated $28K sold.

Perigon Wealth Management first reported a position in UDR in Q1 2017 and held it in 3 quarters. The position peaked at $101K in Q2 2017. 437 funds tracked by Wall St. Rank hold UDR as of Q1 2021.

Perigon Wealth Management reported no remaining UDR position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 729 UDR shares in Q1 2021, an estimated $28K.
Perigon Wealth Management first reported a position in UDR in Q1 2017 and held it in 3 quarters.
Perigon Wealth Management's UDR position peaked at $101K in Q2 2017.
437 funds tracked by Wall St. Rank held UDR as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.