Phocas Financial Corp’s UDR UDR Stock Holding History

Phocas Financial Corp’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
2019 Q4	–	Sell	-7,920	Closed	-$383K	–	202
2019 Q3	$383K	Hold	7,920	–	–	0.04%	177
2019 Q2	$356K	Sell	7,920 -1,980	-20%	-$89.2K	0.04%	175
2019 Q1	$450K	Hold	9,900	–	–	0.05%	170
2018 Q4	$392K	Hold	9,900	–	–	0.04%	176
2018 Q3	$400K	Hold	9,900	–	–	0.04%	186
2018 Q2	$372K	Hold	9,900	–	–	0.03%	195
2018 Q1	$353K	Sell	9,900 -240	-2%	-$8.45K	0.03%	192
2017 Q4	$391K	Hold	10,140	–	–	0.03%	181
2017 Q3	$0	Buy	+10,140	New	+$393K	﹤0.01%	204

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phocas Financial Corp's UDR Position: Q4 2019 in Review

Phocas Financial Corp sold out of UDR (UDR) in Q4 2019, closing a stake of 7,920 shares — an estimated $383K sold.

Phocas Financial Corp first reported a position in UDR in Q3 2017 and held it in 9 quarters. The position peaked at $450K in Q1 2019. 432 funds tracked by Wall St. Rank hold UDR as of Q4 2019.

Phocas Financial Corp reported no remaining UDR position as of Q4 2019 after selling out during the quarter.
Phocas Financial Corp sold 7,920 UDR shares in Q4 2019, an estimated $383K.
Phocas Financial Corp first reported a position in UDR in Q3 2017 and held it in 9 quarters.
Phocas Financial Corp's UDR position peaked at $450K in Q1 2019.
432 funds tracked by Wall St. Rank held UDR as of Q4 2019.

Based on Phocas Financial Corp's 13F filing for Q4 2019, filed 14 Feb 2020.