Private Capital Group’s UDR UDR Stock Holding History

Private Capital 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 Q2	$20K	Sell	444 -50	-10%	-$2.52K	0.02%	832
2022 Q1	$28K	Sell	494 -37	-7%	-$2.1K	0.01%	894
2021 Q4	$32K	Sell	531 -8	-1%	-$450	0.01%	865
2021 Q3	$29K	Sell	539 -2	-0.4%	-$107	0.01%	901
2021 Q2	$27K	Buy	541 +58	+12%	+$2.73K	0.01%	947
2021 Q1	$21K	Sell	483 -1,067	-69%	-$44.1K	0.01%	1052
2020 Q4	$60K	Buy	1,550 +250	+19%	+$9.12K	0.01%	699
2020 Q3	$42K	Sell	1,300 -293	-18%	-$10.3K	0.01%	808
2020 Q2	$60K	Sell	1,593 -413	-21%	-$15.4K	0.01%	629
2020 Q1	$73K	Buy	2,006 +893	+80%	+$40.4K	0.02%	505
2019 Q4	$51K	Hold	1,113	–	–	0.01%	733
2019 Q3	$54K	Sell	1,113 -49	-4%	-$2.31K	0.01%	741
2019 Q2	$44K	Buy	1,162 +9	+0.8%	+$405	0.01%	726
2019 Q1	$52K	Sell	1,153 -80	-6%	-$3.47K	0.01%	760
2018 Q4	$49K	Buy	1,233 +35	+3%	+$1.41K	0.01%	673
2018 Q3	$48K	Buy	1,198 +36	+3%	+$1.4K	0.01%	740
2018 Q2	$43K	Sell	1,162 -19	-2%	-$687	0.01%	767
2018 Q1	$42K	Buy	1,181 +87	+8%	+$3.06K	0.01%	764
2017 Q4	$42K	Buy	+1,094	New	+$42.5K	0.01%	764

Other funds holding UDR

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Capital Group's UDR Position: Q2 2022 in Review

Private Capital Group reduced its UDR (UDR) stake by 10% in Q2 2022, selling an estimated $2.52K and leaving 444 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #832.

Private Capital Group first reported a position in UDR in Q4 2017 and has held it in 19 quarters since. The position peaked at $73K in Q1 2020. 457 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Private Capital Group held 444 shares of UDR worth $20K as of Q2 2022.
Private Capital Group sold 50 UDR shares in Q2 2022, an estimated $2.52K.
UDR made up 0.02% of Private Capital Group's portfolio in Q2 2022, its #832 holding.
Private Capital Group first reported a position in UDR in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's UDR position peaked at $73K in Q1 2020.
457 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.