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Planned Solutions’s Urban Edge Properties UE Stock Holding History

Planned Solutions’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,815
Closed -$103K – 589
2024
Q3 		$103K Buy
+4,815
New +$96.9K 0.04% 199

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's UE Position: Q4 2024 in Review

Planned Solutions sold out of Urban Edge Properties (UE) in Q4 2024, closing a stake of 4,815 shares — an estimated $103K sold.

Planned Solutions first reported a position in UE in Q3 2024 and held it in 1 quarter. The position peaked at $103K in Q3 2024. 236 funds tracked by Wall St. Rank hold UE as of Q4 2024.

  • Planned Solutions reported no remaining Urban Edge Properties position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 4,815 Urban Edge Properties shares in Q4 2024, an estimated $103K.
  • Planned Solutions first reported a position in Urban Edge Properties in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Urban Edge Properties position peaked at $103K in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.