Schulhoff & Co’s UDR UDR Stock Holding History

Schulhoff & Co’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 Q3	–	Sell	-19,900	Closed	-$855K	–	123
2023 Q2	$855K	Hold	19,900	–	–	0.4%	58
2023 Q1	$817K	Hold	19,900	–	–	0.38%	57
2022 Q4	$771K	Hold	19,900	–	–	0.35%	59
2022 Q3	$830K	Hold	19,900	–	–	0.43%	55
2022 Q2	$916K	Hold	19,900	–	–	0.43%	53
2022 Q1	$1.14M	Hold	19,900	–	–	0.48%	50
2021 Q4	$1.19M	Sell	19,900 -10,100	-34%	-$568K	0.49%	52
2021 Q3	$1.59M	Hold	30,000	–	–	0.72%	42
2021 Q2	$1.47M	Hold	30,000	–	–	0.65%	47
2021 Q1	$1.31M	Hold	30,000	–	–	0.6%	48
2020 Q4	$1.15M	Buy	30,000 +22,500	+300%	+$821K	0.58%	45
2020 Q3	$244K	Buy	+7,500	New	+$263K	0.13%	90

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group

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

Geode Capital Management

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