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Private Advisor Group’s UDR UDR Stock Holding History

Private Advisor 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
Q3 		– Sell
-10,896
Closed -$502K – 2123
2022
Q2 		$502K Buy
10,896
+746
+7% +$37.6K ﹤0.01% 1407
2022
Q1 		$582K Buy
10,150
+461
+5% +$26.2K ﹤0.01% 1355
2021
Q4 		$581K Buy
+9,689
New +$545K ﹤0.01% 1384
2020
Q3 		– Sell
-2,551
Closed -$95K – 3310
2020
Q2 		$95K Buy
+2,551
New +$95.2K ﹤0.01% 1735

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Advisor Group's UDR Position: Q3 2022 in Review

Private Advisor Group sold out of UDR (UDR) in Q3 2022, closing a stake of 10,896 shares — an estimated $502K sold.

Private Advisor Group first reported a position in UDR in Q2 2020 and held it in 4 quarters. The position peaked at $582K in Q1 2022. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

  • Private Advisor Group reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
  • Private Advisor Group sold 10,896 UDR shares in Q3 2022, an estimated $502K.
  • Private Advisor Group first reported a position in UDR in Q2 2020 and held it in 4 quarters.
  • Private Advisor Group's UDR position peaked at $582K in Q1 2022.
  • 443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Private Advisor Group's 13F filing for Q3 2022, filed 14 Oct 2022.