Sandia Investment Management’s UDR UDR Stock Holding History

Sandia Investment 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
2023 Q2	–	Sell	-5,000	Closed	-$205K	–	269
2023 Q1	$205K	Hold	5,000	–	–	0.04%	132
2022 Q4	$194K	Hold	5,000	–	–	0.03%	140
2022 Q3	$209K	Sell	5,000 -5,000	-50%	-$229K	0.03%	164
2022 Q2	$460K	Sell	10,000 -20,000	-67%	-$1.01M	0.06%	172
2022 Q1	$1.72M	Buy	+30,000	New	+$1.7M	0.24%	109

Other funds holding UDR

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sandia Investment Management's UDR Position: Q2 2023 in Review

Sandia Investment Management sold out of UDR (UDR) in Q2 2023, closing a stake of 5,000 shares — an estimated $205K sold.

Sandia Investment Management first reported a position in UDR in Q1 2022 and held it in 5 quarters. The position peaked at $1.72M in Q1 2022. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

Sandia Investment Management reported no remaining UDR position as of Q2 2023 after selling out during the quarter.
Sandia Investment Management sold 5,000 UDR shares in Q2 2023, an estimated $205K.
Sandia Investment Management first reported a position in UDR in Q1 2022 and held it in 5 quarters.
Sandia Investment Management's UDR position peaked at $1.72M in Q1 2022.
441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on Sandia Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.