Quantum Capital Management (California)’s UDR UDR Stock Holding History

Quantum Capital Management (California)’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
2020 Q3	–	Sell	-3,024	Closed	-$113K	–	291
2020 Q2	$113K	Sell	3,024 -617	-17%	-$23K	0.07%	149
2020 Q1	$133K	Sell	3,641 -172	-5%	-$7.79K	0.09%	149
2019 Q4	$178K	Buy	3,813 +778	+26%	+$37.4K	0.09%	155
2019 Q3	$147K	Sell	3,035 -2,002	-40%	-$94.3K	0.07%	180
2019 Q2	$226K	Sell	5,037 -181	-3%	-$8.15K	0.12%	136
2019 Q1	$237K	Sell	5,218 -169	-3%	-$7.34K	0.13%	130
2018 Q4	$213K	Sell	5,387 -257	-5%	-$10.4K	0.12%	146
2018 Q3	$228K	Hold	5,644	–	–	0.08%	167
2018 Q2	$212K	Hold	5,644	–	–	0.08%	190
2018 Q1	$201K	Buy	+5,644	New	+$199K	0.05%	188

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Quantum Capital Management (California)'s UDR Position: Q3 2020 in Review

Quantum Capital Management (California) sold out of UDR (UDR) in Q3 2020, closing a stake of 3,024 shares — an estimated $113K sold.

Quantum Capital Management (California) first reported a position in UDR in Q1 2018 and held it in 10 quarters. The position peaked at $237K in Q1 2019. 402 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

Quantum Capital Management (California) reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
Quantum Capital Management (California) sold 3,024 UDR shares in Q3 2020, an estimated $113K.
Quantum Capital Management (California) first reported a position in UDR in Q1 2018 and held it in 10 quarters.
Quantum Capital Management (California)'s UDR position peaked at $237K in Q1 2019.
402 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.