Sarasin & Partners’s UDR UDR Stock Holding History
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
PI
ZP