Sandy Spring Bank’s UDR UDR Stock Holding History

Sandy Spring Bank’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
2025 Q1	$97.1K	Hold	2,150	–	–	﹤0.01%	448
2024 Q4	$93.3K	Hold	2,150	–	–	﹤0.01%	465
2024 Q3	$97.5K	Hold	2,150	–	–	﹤0.01%	462
2024 Q2	$88.5K	Hold	2,150	–	–	﹤0.01%	471
2024 Q1	$80.4K	Hold	2,150	–	–	﹤0.01%	499
2023 Q4	$82.3K	Hold	2,150	–	–	﹤0.01%	478
2023 Q3	$76.7K	Hold	2,150	–	–	﹤0.01%	471
2023 Q2	$92.4K	Hold	2,150	–	–	﹤0.01%	447
2023 Q1	$88.3K	Hold	2,150	–	–	0.01%	442
2022 Q4	$83.3K	Hold	2,150	–	–	0.01%	450
2022 Q3	$89K	Hold	2,150	–	–	0.01%	428
2022 Q2	$99K	Hold	2,150	–	–	0.01%	413
2022 Q1	$123K	Hold	2,150	–	–	0.01%	396
2021 Q4	$129K	Hold	2,150	–	–	0.01%	400
2021 Q3	$114K	Hold	2,150	–	–	0.01%	400
2021 Q2	$106K	Hold	2,150	–	–	0.01%	420
2021 Q1	$94K	Sell	2,150 -600	-22%	-$24.8K	0.01%	413
2020 Q4	$106K	Sell	2,750 -2,500	-48%	-$91.2K	0.01%	381
2020 Q3	$171K	Hold	5,250	–	–	0.01%	311
2020 Q2	$196K	Hold	5,250	–	–	0.01%	292
2020 Q1	$191K	Hold	5,250	–	–	0.02%	279
2019 Q4	$245K	Hold	5,250	–	–	0.02%	282
2019 Q3	$254K	Sell	5,250 -434	-8%	-$20.4K	0.02%	281
2019 Q2	$255K	Hold	5,684	–	–	0.02%	278
2019 Q1	$258K	Hold	5,684	–	–	0.02%	270
2018 Q4	$225K	Sell	5,684 -1,000	-15%	-$40.4K	0.02%	270
2018 Q3	$270K	Hold	6,684	–	–	0.02%	271
2018 Q2	$251K	Sell	6,684 -1,000	-13%	-$36.2K	0.02%	281
2018 Q1	$274K	Sell	7,684 -1,025	-12%	-$36.1K	0.02%	273
2017 Q4	$336K	Buy	8,709 +8	+0.1%	+$311	0.03%	244
2017 Q3	$331K	Buy	8,701 +8	+0.1%	+$310	0.03%	245
2017 Q2	$339K	Buy	8,693 +8	+0.1%	+$305	0.03%	248
2017 Q1	$315K	Sell	8,685 -816	-9%	-$29.2K	0.03%	247
2016 Q4	$346K	Buy	9,501 +1,817	+24%	+$62.3K	0.04%	243
2016 Q3	$277K	Sell	7,684 -1,500	-16%	-$54.7K	0.03%	258
2016 Q2	$339K	Hold	9,184	–	–	0.04%	239
2016 Q1	$354K	Hold	9,184	–	–	0.04%	234
2015 Q4	$345K	Sell	9,184 -1,000	-10%	-$35.9K	0.04%	234
2015 Q3	$351K	Hold	10,184	–	–	0.04%	235
2015 Q2	$326K	Sell	10,184 -1,154	-10%	-$37.9K	0.04%	252
2015 Q1	$386K	Buy	11,338 +10,588	+1,412%	+$348K	0.04%	227
2014 Q4	$23K	Hold	750	–	–	﹤0.01%	519
2014 Q3	$20K	Hold	750	–	–	﹤0.01%	543
2014 Q2	$21K	Hold	750	–	–	﹤0.01%	537
2014 Q1	$19K	Sell	750 -411	-35%	-$10.3K	﹤0.01%	497
2013 Q4	$28K	Hold	1,161	–	–	﹤0.01%	430
2013 Q3	$28K	Hold	1,161	–	–	﹤0.01%	418
2013 Q2	$29K	Buy	+1,161	New	+$28.8K	﹤0.01%	400

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

CIM

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

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

Sandy Spring Bank's UDR Position: Q1 2025 in Review

Sandy Spring Bank held its UDR (UDR) position steady in Q1 2025 at 2,150 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Sandy Spring Bank first reported a position in UDR in Q2 2013 and has held it in 48 quarters since. The position peaked at $386K in Q1 2015. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

Sandy Spring Bank held 2,150 shares of UDR worth $97.1K as of Q1 2025.
Sandy Spring Bank left its UDR share count unchanged in Q1 2025.
UDR made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #448 holding.
Sandy Spring Bank first reported a position in UDR in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's UDR position peaked at $386K in Q1 2015.
512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.