Principal Financial Group’s Urban Edge Properties UE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.2M | Buy |
612,211
+12,323
| +2% | +$248K | 0.01% | 1223 |
|
|
2025
Q4 | $11.5M | Sell |
599,888
-7,621
| -1% | -$148K | 0.01% | 1225 |
|
|
2025
Q3 | $12.4M | Sell |
607,509
-16,104
| -3% | -$321K | 0.01% | 1163 |
|
|
2025
Q2 | $11.6M | Sell |
623,613
-94,442
| -13% | -$1.73M | 0.01% | 1171 |
|
|
2025
Q1 | $13.6M | Buy |
718,055
+20,835
| +3% | +$417K | 0.01% | 1084 |
|
|
2024
Q4 | $15M | Buy |
697,220
+46,813
| +7% | +$1.04M | 0.01% | 1048 |
|
|
2024
Q3 | $13.9M | Buy |
650,407
+64,221
| +11% | +$1.29M | 0.01% | 1077 |
|
|
2024
Q2 | $10.8M | Sell |
586,186
-24,342
| -4% | -$418K | 0.01% | 1223 |
|
|
2024
Q1 | $10.5M | Sell |
610,528
-2,274
| -0.4% | -$39.3K | 0.01% | 1277 |
|
|
2023
Q4 | $11.2M | Sell |
612,802
-20,697
| -3% | -$341K | 0.01% | 1229 |
|
|
2023
Q3 | $9.67M | Sell |
633,499
-34,034
| -5% | -$557K | 0.01% | 1244 |
|
|
2023
Q2 | $10.3M | Sell |
667,533
-41,095
| -6% | -$592K | 0.01% | 1243 |
|
|
2023
Q1 | $10.7M | Sell |
708,628
-9,013
| -1% | -$136K | 0.01% | 1220 |
|
|
2022
Q4 | $10.1M | Sell |
717,641
-47,808
| -6% | -$687K | 0.01% | 1236 |
|
|
2022
Q3 | $10.2M | Sell |
765,449
-29,784
| -4% | -$464K | 0.01% | 1182 |
|
|
2022
Q2 | $12.1M | Sell |
795,233
-28,823
| -3% | -$515K | 0.01% | 1146 |
|
|
2022
Q1 | $15.7M | Buy |
824,056
+307,764
| +60% | +$5.7M | 0.01% | 1080 |
|
|
2021
Q4 | $9.81M | Sell |
516,292
-51,709
| -9% | -$947K | 0.01% | 1413 |
|
|
2021
Q3 | $10.4M | Sell |
568,001
-8,445
| -1% | -$157K | 0.01% | 1383 |
|
|
2021
Q2 | $11M | Buy |
576,446
+194,016
| +51% | +$3.66M | 0.01% | 1376 |
|
|
2021
Q1 | $6.32M | Buy |
382,430
+64,066
| +20% | +$1.01M | ﹤0.01% | 1585 |
|
|
2020
Q4 | $4.12M | Buy |
318,364
+1,119
| +0.4% | +$13.4K | ﹤0.01% | 1634 |
|
|
2020
Q3 | $3.08M | Sell |
317,245
-26,756
| -8% | -$285K | ﹤0.01% | 1633 |
|
|
2020
Q2 | $4.08M | Buy |
344,001
+3,631
| +1% | +$36.4K | ﹤0.01% | 1508 |
|
|
2020
Q1 | $3M | Sell |
340,370
-148,590
| -30% | -$2.44M | ﹤0.01% | 1469 |
|
|
2019
Q4 | $9.38M | Buy |
488,960
+17
| +0% | +$344 | 0.01% | 1287 |
|
|
2019
Q3 | $9.68M | Sell |
488,943
-32,008
| -6% | -$568K | 0.01% | 1218 |
|
|
2019
Q2 | $9.03M | Buy |
520,951
+26,580
| +5% | +$484K | 0.01% | 1281 |
|
|
2019
Q1 | $9.39M | Sell |
494,371
-11,727
| -2% | -$227K | 0.01% | 1265 |
|
|
2018
Q4 | $8.41M | Sell |
506,098
-1,702
| -0.3% | -$33.6K | 0.01% | 1272 |
|
|
2018
Q3 | $11.2M | Buy |
507,800
+40,818
| +9% | +$920K | 0.01% | 1256 |
|
|
2018
Q2 | $10.7M | Buy |
466,982
+8,075
| +2% | +$172K | 0.01% | 1267 |
|
|
2018
Q1 | $9.8M | Buy |
458,907
+11,472
| +3% | +$257K | 0.01% | 1260 |
|
|
2017
Q4 | $11.4M | Sell |
447,435
-500
| -0.1% | -$12.4K | 0.01% | 1190 |
|
|
2017
Q3 | $10.8M | Buy |
447,935
+24,100
| +6% | +$598K | 0.01% | 1192 |
|
|
2017
Q2 | $10.1M | Buy |
423,835
+45,941
| +12% | +$1.16M | 0.01% | 1232 |
|
|
2017
Q1 | $9.94M | Buy |
377,894
+9,762
| +3% | +$267K | 0.01% | 1198 |
|
|
2016
Q4 | $10.1M | Sell |
368,132
-3,468
| -0.9% | -$92K | 0.01% | 1160 |
|
|
2016
Q3 | $10.5M | Buy |
371,600
+21,150
| +6% | +$613K | 0.01% | 1084 |
|
|
2016
Q2 | $10.5M | Buy |
350,450
+41,320
| +13% | +$1.11M | 0.01% | 1010 |
|
|
2016
Q1 | $7.99M | Buy |
309,130
+14,612
| +5% | +$352K | 0.01% | 1137 |
|
|
2015
Q4 | $6.91M | Sell |
294,518
-115,251
| -28% | -$2.69M | 0.01% | 1190 |
|
|
2015
Q3 | $8.85M | Sell |
409,769
-20,009
| -5% | -$428K | 0.01% | 1004 |
|
|
2015
Q2 | $8.94M | Sell |
429,778
-826,976
| -66% | -$18.6M | 0.01% | 1071 |
|
|
2015
Q1 | $29.8M | Buy |
+1,256,754
| New | +$30.1M | 0.04% | 400 |
|
Other funds holding UE
VPM
VCM
RC
WHG
