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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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Psagot Value Holdings's UDR Position: Q1 2024 in Review

Psagot Value Holdings sold out of UDR (UDR) in Q1 2024, closing a stake of 99 shares — an estimated $4K sold.

Psagot Value Holdings first reported a position in UDR in Q3 2013 and held it in 7 quarters. The position peaked at $434K in Q3 2013. 454 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

  • Psagot Value Holdings reported no remaining UDR position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 99 UDR shares in Q1 2024, an estimated $4K.
  • Psagot Value Holdings first reported a position in UDR in Q3 2013 and held it in 7 quarters.
  • Psagot Value Holdings's UDR position peaked at $434K in Q3 2013.
  • 454 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.