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Sarasin & Partners’s UDR UDR Stock Holding History

Sarasin & Partners’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
2018
Q4 		– Sell
-33,104
Closed -$1.34M – 125
2018
Q3 		$1.34M Sell
33,104
-19,546
-37% -$761K 0.03% 109
2018
Q2 		$1.98M Sell
52,650
-10,548
-17% -$381K 0.04% 88
2018
Q1 		$2.25M Sell
63,198
-4,859
-7% -$171K 0.04% 86
2017
Q4 		$2.62M Sell
68,057
-32,502
-32% -$1.26M 0.05% 91
2017
Q3 		$3.82M Buy
100,559
+2,364
+2% +$91.7K 0.08% 83
2017
Q2 		$3.83M Sell
98,195
-2,204
-2% -$83.9K 0.07% 86
2017
Q1 		$3.64M Sell
100,399
-79,850
-44% -$2.85M 0.07% 87
2016
Q4 		$6.58M Buy
180,249
+1,713
+1% +$58.7K 0.11% 80
2016
Q3 		$6.43M Sell
178,536
-2,642
-1% -$96.3K 0.1% 82
2016
Q2 		$6.69M Sell
181,178
-1,971
-1% -$70.6K 0.11% 79
2016
Q1 		$7.06M Buy
183,149
+9,321
+5% +$333K 0.12% 75
2015
Q4 		$6.53M Hold
173,828
– – 0.11% 74
2015
Q3 		$5.99M Buy
173,828
+5,797
+3% +$193K 0.11% 70
2015
Q2 		$5.38M Sell
168,031
-5,823
-3% -$191K 0.09% 73
2015
Q1 		$5.92M Sell
173,854
-6,413
-4% -$211K 0.09% 77
2014
Q4 		$5.56M Sell
180,267
-1,370
-0.8% -$41.1K 0.08% 81
2014
Q3 		$4.95M Buy
181,637
+23
+0% +$665 0.07% 86
2014
Q2 		$5.2M Sell
181,614
-44,762
-20% -$1.21M 0.07% 84
2014
Q1 		$5.85M Buy
226,376
+49,502
+28% +$1.24M 0.08% 84
2013
Q4 		$4.13M Buy
176,874
+20,117
+13% +$482K 0.06% 100
2013
Q3 		$3.71M Sell
156,757
-13,010
-8% -$317K 0.06% 98
2013
Q2 		$4.33M Buy
+169,767
New +$4.21M 0.06% 99

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $72.6B AUM 54.88% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Sarasin & Partners's UDR Position: Q4 2018 in Review

Sarasin & Partners sold out of UDR (UDR) in Q4 2018, closing a stake of 33,104 shares — an estimated $1.34M sold.

Sarasin & Partners first reported a position in UDR in Q2 2013 and held it in 22 quarters. The position peaked at $7.06M in Q1 2016. 405 funds tracked by Wall St. Rank hold UDR as of Q4 2018.

  • Sarasin & Partners reported no remaining UDR position as of Q4 2018 after selling out during the quarter.
  • Sarasin & Partners sold 33,104 UDR shares in Q4 2018, an estimated $1.34M.
  • Sarasin & Partners first reported a position in UDR in Q2 2013 and held it in 22 quarters.
  • Sarasin & Partners's UDR position peaked at $7.06M in Q1 2016.
  • 405 funds tracked by Wall St. Rank held UDR as of Q4 2018.

Based on Sarasin & Partners's 13F filing for Q4 2018, filed 12 Feb 2019.