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 $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schulhoff & Co's UDR Position: Q3 2023 in Review

Schulhoff & Co sold out of UDR (UDR) in Q3 2023, closing a stake of 19,900 shares — an estimated $855K sold.

Schulhoff & Co first reported a position in UDR in Q3 2020 and held it in 12 quarters. The position peaked at $1.59M in Q3 2021. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Schulhoff & Co reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Schulhoff & Co sold 19,900 UDR shares in Q3 2023, an estimated $855K.
Schulhoff & Co first reported a position in UDR in Q3 2020 and held it in 12 quarters.
Schulhoff & Co's UDR position peaked at $1.59M in Q3 2021.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Schulhoff & Co's 13F filing for Q3 2023, filed 13 Nov 2023.