Simplicity Wealth’s UDR UDR Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-51,895	Closed	-$2.14M	–	1158
2024 Q2	$2.14M	Buy	+51,895	New	+$2M	0.05%	345

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Simplicity Wealth's UDR Position: Q3 2024 in Review

Simplicity Wealth sold out of UDR (UDR) in Q3 2024, closing a stake of 51,895 shares — an estimated $2.14M sold.

Simplicity Wealth first reported a position in UDR in Q2 2024 and held it in 1 quarter. The position peaked at $2.14M in Q2 2024. 505 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

Simplicity Wealth reported no remaining UDR position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 51,895 UDR shares in Q3 2024, an estimated $2.14M.
Simplicity Wealth first reported a position in UDR in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's UDR position peaked at $2.14M in Q2 2024.
505 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.