Rikoon Group’s UDR UDR Stock Holding History

Rikoon Group’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 Q1	$1.23M	Sell	28,138 -918	-3%	-$38K	0.33%	68
2020 Q4	$1.12M	Buy	29,056 +94	+0.3%	+$3.43K	0.31%	72
2020 Q3	$944K	Sell	28,962 -785	-3%	-$27.6K	0.29%	77
2020 Q2	$1.11M	Buy	29,747 +15	+0.1%	+$560	0.37%	66
2020 Q1	$1.09M	Sell	29,732 -437	-1%	-$19.8K	0.45%	55
2019 Q4	$1.41M	Sell	30,169 -622	-2%	-$29.9K	0.48%	50
2019 Q3	$1.49M	Sell	30,791 -32	-0.1%	-$1.51K	0.55%	45
2019 Q2	$1.38M	Sell	30,823 -319	-1%	-$14.4K	0.52%	47
2019 Q1	$1.42M	Sell	31,142 -114	-0.4%	-$4.95K	0.53%	46
2018 Q4	$1.24M	Sell	31,256 -2,516	-7%	-$102K	0.51%	48
2018 Q3	$1.36M	Buy	33,772 +77	+0.2%	+$3K	0.48%	54
2018 Q2	$1.26M	Sell	33,695 -458	-1%	-$16.6K	0.48%	53
2018 Q1	$1.2M	Buy	34,153 +76	+0.2%	+$2.68K	0.49%	52
2017 Q4	$1.31M	Sell	34,077 -1,369	-4%	-$53.2K	0.54%	52
2017 Q3	$1.35M	Sell	35,446 -579	-2%	-$22.4K	0.58%	47
2017 Q2	$1.4M	Sell	36,025 -78	-0.2%	-$2.97K	0.62%	48
2017 Q1	$1.36M	Sell	36,103 -540	-1%	-$19.3K	0.6%	47
2016 Q4	$1.31M	Buy	36,643 +16,777	+84%	+$575K	0.58%	50
2016 Q3	$714K	Buy	+19,866	New	+$724K	0.56%	55

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

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

Rikoon Group's UDR Position: Q1 2021 in Review

Rikoon Group reduced its UDR (UDR) stake by 3.2% in Q1 2021, selling an estimated $38K and leaving 28,138 shares worth $1.23M. The position accounts for 0.33% of the portfolio, ranked #68.

Rikoon Group first reported a position in UDR in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.49M in Q3 2019. 438 funds tracked by Wall St. Rank hold UDR as of Q1 2021.

Rikoon Group held 28,138 shares of UDR worth $1.23M as of Q1 2021.
Rikoon Group sold 918 UDR shares in Q1 2021, an estimated $38K.
UDR made up 0.33% of Rikoon Group's portfolio in Q1 2021, its #68 holding.
Rikoon Group first reported a position in UDR in Q3 2016 and has held it in 19 quarters since.
Rikoon Group's UDR position peaked at $1.49M in Q3 2019.
438 funds tracked by Wall St. Rank held UDR as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.