Seneca House Advisors’s UDR UDR Stock Holding History

Seneca House Advisors’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	-4,868	Closed	-$209K	–	83
2023 Q2	$209K	Buy	+4,868	New	+$200K	0.1%	78
2022 Q4	–	Sell	-5,903	Closed	-$246K	–	87
2022 Q3	$246K	Buy	5,903 +5	+0.1%	+$229	0.18%	75
2022 Q2	$272K	Buy	5,898 +1,874	+47%	+$94.5K	0.18%	78
2022 Q1	$231K	Buy	4,024 +57	+1%	+$3.23K	0.12%	82
2021 Q4	$238K	Buy	3,967 +6	+0.2%	+$338	0.13%	78
2021 Q3	$210K	Sell	3,961 -236	-6%	-$12.6K	0.13%	86
2021 Q2	$206K	Buy	+4,197	New	+$197K	0.13%	81

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 $3.38T AUM 44.17% 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

Seneca House Advisors's UDR Position: Q3 2023 in Review

Seneca House Advisors sold out of UDR (UDR) in Q3 2023, closing a stake of 4,868 shares — an estimated $209K sold.

Seneca House Advisors first reported a position in UDR in Q2 2021 and held it in 7 quarters. The position peaked at $272K in Q2 2022. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Seneca House Advisors reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Seneca House Advisors sold 4,868 UDR shares in Q3 2023, an estimated $209K.
Seneca House Advisors first reported a position in UDR in Q2 2021 and held it in 7 quarters.
Seneca House Advisors's UDR position peaked at $272K in Q2 2022.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Seneca House Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.