Ranch Capital Advisors’s UDR UDR Stock Holding History

Ranch Capital Advisors’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
2021 Q4	–	Sell	-98	Closed	-$5K	–	550
2021 Q3	$5K	Hold	98	–	–	﹤0.01%	550
2021 Q2	$4K	Hold	98	–	–	﹤0.01%	777
2021 Q1	$4K	Hold	98	–	–	﹤0.01%	766
2020 Q4	$3K	Hold	98	–	–	﹤0.01%	786
2020 Q3	$3K	Hold	98	–	–	﹤0.01%	772
2020 Q2	$3K	Hold	98	–	–	﹤0.01%	805
2020 Q1	$3K	Hold	98	–	–	﹤0.01%	769
2019 Q4	$5K	Buy	+98	New	+$4.71K	﹤0.01%	796

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ranch Capital Advisors's UDR Position: Q4 2021 in Review

Ranch Capital Advisors sold out of UDR (UDR) in Q4 2021, closing a stake of 98 shares — an estimated $5K sold.

Ranch Capital Advisors first reported a position in UDR in Q4 2019 and held it in 8 quarters. The position peaked at $5K in Q3 2021. 468 funds tracked by Wall St. Rank hold UDR as of Q4 2021.

Ranch Capital Advisors reported no remaining UDR position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 98 UDR shares in Q4 2021, an estimated $5K.
Ranch Capital Advisors first reported a position in UDR in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's UDR position peaked at $5K in Q3 2021.
468 funds tracked by Wall St. Rank held UDR as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.