Sentry Investment Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Hold |
1,038
| – | – | 0.02% | 421 |
|
|
2025
Q1 | $41K | Buy |
+1,038
| New | +$41K | 0.03% | 396 |
|
|
2023
Q4 | – | Sell |
-1,778
| Closed | -$63K | – | 524 |
|
|
2023
Q3 | $63K | Sell |
1,778
-232
| -12% | -$8.22K | 0.03% | 433 |
|
|
2023
Q2 | $86K | Hold |
2,010
| – | – | 0.03% | 420 |
|
|
2023
Q1 | $83K | Buy |
+2,010
| New | +$83K | 0.03% | 396 |
|
|
2022
Q4 | – | Sell |
-1,805
| Closed | -$75K | – | 531 |
|
|
2022
Q3 | $75K | Hold |
1,805
| – | – | 0.04% | 413 |
|
|
2022
Q2 | $83K | Sell |
1,805
-351
| -16% | -$16.1K | 0.04% | 412 |
|
|
2022
Q1 | $124K | Sell |
2,156
-313
| -13% | -$18K | 0.04% | 393 |
|
|
2021
Q4 | $148K | Hold |
2,469
| – | – | 0.04% | 379 |
|
|
2021
Q3 | $131K | Buy |
2,469
+2,277
| +1,186% | +$121K | 0.04% | 400 |
|
|
2021
Q2 | $9K | Sell |
192
-2,904
| -94% | -$136K | ﹤0.01% | 465 |
|
|
2021
Q1 | $136K | Buy |
+3,096
| New | +$136K | 0.04% | 394 |
|
|
2020
Q3 | – | Sell |
-16,849
| Closed | -$630K | – | 478 |
|
|
2020
Q2 | $630K | Buy |
+16,849
| New | +$630K | 0.04% | 373 |
|
|
2017
Q3 | – | Sell |
-20,269
| Closed | -$790K | – | 515 |
|
|
2017
Q2 | $790K | Buy |
20,269
+217
| +1% | +$8.46K | 0.03% | 372 |
|
|
2017
Q1 | $727K | Sell |
20,052
-924
| -4% | -$33.5K | 0.03% | 383 |
|
|
2016
Q4 | $765K | Buy |
20,976
+4,398
| +27% | +$160K | 0.03% | 371 |
|
|
2016
Q3 | $597K | Sell |
16,578
-2,980
| -15% | -$107K | 0.03% | 426 |
|
|
2016
Q2 | $722K | Hold |
19,558
| – | – | 0.03% | 391 |
|
|
2016
Q1 | $754K | Buy |
+19,558
| New | +$754K | 0.03% | 379 |
|