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Rampart Investment Management’s UDR UDR Stock Holding History

Rampart Investment Management’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
-2,227
Closed -$83K – 516
2020
Q2 		$83K Sell
2,227
-230
-9% -$8.59K 0.01% 472
2020
Q1 		$90K Sell
2,457
-17,086
-87% -$773K 0.04% 347
2019
Q4 		$913K Buy
19,543
+308
+2% +$14.8K 0.11% 231
2019
Q3 		$933K Sell
19,235
-1,956
-9% -$92.1K 0.12% 225
2019
Q2 		$951K Sell
21,191
-987
-4% -$44.4K 0.11% 227
2019
Q1 		$1.01M Buy
22,178
+19,387
+695% +$842K 0.11% 229
2018
Q4 		$111K Sell
2,791
-9,676
-78% -$391K 0.03% 385
2018
Q3 		$120K Sell
12,467
-28,978
-70% -$1.13M 0.05% 365
2018
Q2 		$1.56M Buy
41,445
+38,585
+1,349% +$1.4M 0.15% 193
2018
Q1 		$102K Sell
2,860
-398
-12% -$14K 0.01% 499
2017
Q4 		$125K Sell
3,258
-450
-12% -$17.5K 0.05% 387
2017
Q3 		$141K Buy
3,708
+630
+20% +$24.4K 0.05% 403
2017
Q2 		$120K Buy
3,078
+2,338
+316% +$89K 0.04% 418
2017
Q1 		$27K Buy
+740
New +$26.5K 0.01% 403

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rampart Investment Management's UDR Position: Q3 2020 in Review

Rampart Investment Management sold out of UDR (UDR) in Q3 2020, closing a stake of 2,227 shares — an estimated $83K sold.

Rampart Investment Management first reported a position in UDR in Q1 2017 and held it in 14 quarters. The position peaked at $1.56M in Q2 2018. 402 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

  • Rampart Investment Management reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 2,227 UDR shares in Q3 2020, an estimated $83K.
  • Rampart Investment Management first reported a position in UDR in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's UDR position peaked at $1.56M in Q2 2018.
  • 402 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.