PVH
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Psagot Value Holdings’s UDR UDR Stock Holding History

Psagot Value Holdings’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
2024
Q1 		– Sell
-99
Closed -$4K – 502
2023
Q4 		$4K Buy
99
+91
+1,138% +$3.17K ﹤0.01% 441
2023
Q3 		$0 Sell
8
-6
-43% -$239 ﹤0.01% 624
2023
Q2 		$1K Buy
14
+1
+8% +$41 ﹤0.01% 526
2023
Q1 		$1K Buy
+13
New +$537 ﹤0.01% 480
2014
Q2 		– Sell
-8,878
Closed -$229K – 457
2014
Q1 		$229K Sell
8,878
-2,694
-23% -$67.4K 0.01% 246
2013
Q4 		$270K Sell
11,572
-6,746
-37% -$162K 0.01% 249
2013
Q3 		$434K Buy
+18,318
New +$446K 0.02% 226

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return