Raymond James Financial Services Advisors’s Urban Edge Properties UE Stock Holding History

Raymond James Financial Services Advisors’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$557K	Buy	+26,031	New	+$524K	﹤0.01%	2543
2022 Q1	–	Sell	-65,922	Closed	-$1.25M	–	3473
2021 Q4	$1.25M	Buy	65,922 +2,275	+4%	+$41.7K	﹤0.01%	1837
2021 Q3	$1.17M	Sell	63,647 -315	-0.5%	-$5.87K	﹤0.01%	1856
2021 Q2	$1.22M	Buy	+63,962	New	+$1.21M	﹤0.01%	1810

Other funds holding UE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Raymond James Financial Services Advisors's UE Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Urban Edge Properties (UE) in Q3 2024: 26,031 shares worth $557K. The stake represents ﹤0.01% of the portfolio and ranks #2543 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in UE as recently as Q4 2021.

Raymond James Financial Services Advisors first reported a position in UE in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.25M in Q4 2021. 241 funds tracked by Wall St. Rank hold UE as of Q3 2024.

Raymond James Financial Services Advisors held 26,031 shares of Urban Edge Properties worth $557K as of Q3 2024.
Urban Edge Properties was a new Raymond James Financial Services Advisors position in Q3 2024.
Urban Edge Properties made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2543 holding.
Raymond James Financial Services Advisors first reported a position in Urban Edge Properties in Q2 2021 and has held it in 4 quarters since.
Raymond James Financial Services Advisors's Urban Edge Properties position peaked at $1.25M in Q4 2021.
241 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.