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Riverhead Capital Management’s UDR UDR Stock Holding History

Riverhead Capital 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
2019
Q3 		$1.2M Buy
24,739
+5,050
+26% +$238K 0.04% 450
2019
Q2 		$884K Buy
19,689
+4,150
+27% +$187K 0.03% 530
2019
Q1 		$706K Sell
15,539
-300
-2% -$13K 0.03% 577
2018
Q4 		$628K Sell
15,839
-1,599
-9% -$64.6K 0.03% 574
2018
Q3 		$705K Sell
17,438
-400
-2% -$15.6K 0.03% 606
2018
Q2 		$670K Buy
17,838
+6,269
+54% +$227K 0.03% 572
2018
Q1 		$412K Buy
11,569
+1,490
+15% +$52.5K 0.02% 737
2017
Q4 		$388K Buy
10,079
+490
+5% +$19.1K 0.02% 767
2017
Q3 		$365K Buy
9,589
+950
+11% +$36.8K 0.02% 727
2017
Q2 		$337K Sell
8,639
-8,431
-49% -$321K 0.02% 728
2017
Q1 		$619K Sell
17,070
-1,019
-6% -$36.4K 0.03% 476
2016
Q4 		$660K Sell
18,089
-6,100
-25% -$209K 0.04% 426
2016
Q3 		$871K Sell
24,189
-28,875
-54% -$1.05M 0.06% 341
2016
Q2 		$1.96M Buy
53,064
+9,939
+23% +$356K 0.06% 310
2016
Q1 		$1.66M Sell
43,125
-7,275
-14% -$260K 0.02% 573
2015
Q4 		$1.89M Buy
50,400
+38,000
+306% +$1.36M 0.03% 536
2015
Q3 		$428K Buy
+12,400
New +$414K 0.01% 580

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverhead Capital Management's UDR Position: Q3 2019 in Review

Riverhead Capital Management increased its UDR (UDR) stake by 26% in Q3 2019, buying an estimated $238K and bringing the position to 24,739 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #450.

Riverhead Capital Management first reported a position in UDR in Q3 2015 and has held it in 17 quarters since. The position peaked at $1.96M in Q2 2016. 425 funds tracked by Wall St. Rank hold UDR as of Q3 2019.

  • Riverhead Capital Management held 24,739 shares of UDR worth $1.2M as of Q3 2019.
  • Riverhead Capital Management bought 5,050 UDR shares in Q3 2019, an estimated $238K.
  • UDR made up 0.04% of Riverhead Capital Management's portfolio in Q3 2019, its #450 holding.
  • Riverhead Capital Management first reported a position in UDR in Q3 2015 and has held it in 17 quarters since.
  • Riverhead Capital Management's UDR position peaked at $1.96M in Q2 2016.
  • 425 funds tracked by Wall St. Rank held UDR as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.