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Selective Wealth Management’s UDR UDR Stock Holding History

Selective Wealth Management’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
2020
Q2 		– Sell
-178
Closed -$7K – 432
2020
Q1 		$7K Hold
178
– – 0.01% 181
2019
Q4 		$8K Hold
178
– – 0.01% 181
2019
Q3 		$9K Buy
+178
New +$8.38K 0.01% 176
2018
Q3 		$7K Buy
+178
New +$6.93K 0.08% 101

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Selective Wealth Management's UDR Position: Q2 2020 in Review

Selective Wealth Management sold out of UDR (UDR) in Q2 2020, closing a stake of 178 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in UDR in Q3 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2019. 401 funds tracked by Wall St. Rank hold UDR as of Q2 2020.

  • Selective Wealth Management reported no remaining UDR position as of Q2 2020 after selling out during the quarter.
  • Selective Wealth Management sold 178 UDR shares in Q2 2020, an estimated $7K.
  • Selective Wealth Management first reported a position in UDR in Q3 2018 and held it in 4 quarters.
  • Selective Wealth Management's UDR position peaked at $9K in Q3 2019.
  • 401 funds tracked by Wall St. Rank held UDR as of Q2 2020.

Based on Selective Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.