Royal Fund Management’s UDR UDR Stock Holding History

Royal Fund 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 Q2	–	Sell	-248	Closed	-$9K	–	543
2020 Q1	$9K	Hold	248	–	–	﹤0.01%	386
2019 Q4	$11K	Hold	248	–	–	﹤0.01%	416
2019 Q3	$12K	Hold	248	–	–	﹤0.01%	385
2019 Q2	$11K	Hold	248	–	–	﹤0.01%	380
2019 Q1	$11K	Hold	248	–	–	﹤0.01%	363
2018 Q4	$9K	Hold	248	–	–	﹤0.01%	350
2018 Q3	$10K	Hold	248	–	–	﹤0.01%	331
2018 Q2	$9K	Hold	248	–	–	﹤0.01%	371
2018 Q1	$8K	Hold	248	–	–	﹤0.01%	363
2017 Q4	$9K	Hold	248	–	–	﹤0.01%	390
2017 Q3	$9K	Hold	248	–	–	﹤0.01%	313
2017 Q2	$9K	Hold	248	–	–	﹤0.01%	281
2017 Q1	$8K	Hold	248	–	–	﹤0.01%	285
2016 Q4	$9K	Buy	+248	New	+$8.5K	0.01%	268

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Royal Fund Management's UDR Position: Q2 2020 in Review

Royal Fund Management sold out of UDR (UDR) in Q2 2020, closing a stake of 248 shares — an estimated $9K sold.

Royal Fund Management first reported a position in UDR in Q4 2016 and held it in 14 quarters. The position peaked at $12K in Q3 2019. 401 funds tracked by Wall St. Rank hold UDR as of Q2 2020.

Royal Fund Management reported no remaining UDR position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 248 UDR shares in Q2 2020, an estimated $9K.
Royal Fund Management first reported a position in UDR in Q4 2016 and held it in 14 quarters.
Royal Fund Management's UDR position peaked at $12K in Q3 2019.
401 funds tracked by Wall St. Rank held UDR as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.