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Sierra Summit Advisors’s Urban Edge Properties UE Stock Holding History

Sierra Summit Advisors’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-36,127
Closed -$667K – 158
2024
Q2 		$667K Buy
+36,127
New +$620K 0.17% 75

Other funds holding UE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sierra Summit Advisors's UE Position: Q3 2024 in Review

Sierra Summit Advisors sold out of Urban Edge Properties (UE) in Q3 2024, closing a stake of 36,127 shares — an estimated $667K sold.

Sierra Summit Advisors first reported a position in UE in Q2 2024 and held it in 1 quarter. The position peaked at $667K in Q2 2024. 241 funds tracked by Wall St. Rank hold UE as of Q3 2024.

  • Sierra Summit Advisors reported no remaining Urban Edge Properties position as of Q3 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 36,127 Urban Edge Properties shares in Q3 2024, an estimated $667K.
  • Sierra Summit Advisors first reported a position in Urban Edge Properties in Q2 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's Urban Edge Properties position peaked at $667K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2024.

Based on Sierra Summit Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.