Simplicity Solutions’s UDR UDR Stock Holding History

Simplicity Solutions’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 Q4	–	Sell	-5,650	Closed	-$202K	–	1101
2023 Q3	$202K	Sell	5,650 -761	-12%	-$30.3K	0.01%	908
2023 Q2	$275K	Buy	6,411 +65	+1%	+$2.67K	0.01%	860
2023 Q1	$261K	Buy	+6,346	New	+$262K	0.01%	906

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's UDR Position: Q4 2023 in Review

Simplicity Solutions sold out of UDR (UDR) in Q4 2023, closing a stake of 5,650 shares — an estimated $202K sold.

Simplicity Solutions first reported a position in UDR in Q1 2023 and held it in 3 quarters. The position peaked at $275K in Q2 2023. 460 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

Simplicity Solutions reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
Simplicity Solutions sold 5,650 UDR shares in Q4 2023, an estimated $202K.
Simplicity Solutions first reported a position in UDR in Q1 2023 and held it in 3 quarters.
Simplicity Solutions's UDR position peaked at $275K in Q2 2023.
460 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.