Private Ocean’s UDR UDR Stock Holding History

Private Ocean’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	–	Sell	-158	Closed	-$9K	–	660
2022 Q1	$9K	Hold	158	–	–	﹤0.01%	411
2021 Q4	$9K	Hold	158	–	–	﹤0.01%	431
2021 Q3	$8K	Hold	158	–	–	﹤0.01%	442
2021 Q2	$8K	Hold	158	–	–	﹤0.01%	428
2021 Q1	$7K	Sell	158 -117	-43%	-$4.84K	﹤0.01%	469
2020 Q4	$11K	Hold	275	–	–	﹤0.01%	377
2020 Q3	$9K	Hold	275	–	–	﹤0.01%	390
2020 Q2	$10K	Hold	275	–	–	﹤0.01%	366
2020 Q1	$10K	Hold	275	–	–	﹤0.01%	391
2019 Q4	$13K	Sell	275 -164	-37%	-$7.88K	﹤0.01%	370
2019 Q3	$22K	Buy	439 +164	+60%	+$7.72K	0.01%	326
2019 Q2	$12K	Hold	275	–	–	﹤0.01%	327
2019 Q1	$13K	Buy	+275	New	+$11.9K	﹤0.01%	308

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Ocean's UDR Position: Q2 2022 in Review

Private Ocean sold out of UDR (UDR) in Q2 2022, closing a stake of 158 shares — an estimated $9K sold.

Private Ocean first reported a position in UDR in Q1 2019 and held it in 13 quarters. The position peaked at $22K in Q3 2019. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Private Ocean reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Private Ocean sold 158 UDR shares in Q2 2022, an estimated $9K.
Private Ocean first reported a position in UDR in Q1 2019 and held it in 13 quarters.
Private Ocean's UDR position peaked at $22K in Q3 2019.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Private Ocean's 13F filing for Q2 2022, filed 25 Jul 2022.