Snowden Capital Advisors’s UDR UDR Stock Holding History

Snowden Capital 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	-5,151	Closed	-$221K	–	1190
2023 Q2	$221K	Sell	5,151 -304	-6%	-$12.5K	0.01%	1069
2023 Q1	$224K	Buy	5,455 +271	+5%	+$11.2K	0.01%	1045
2022 Q4	$201K	Sell	5,184 -534	-9%	-$21.1K	0.01%	1073
2022 Q3	$238K	Sell	5,718 -590	-9%	-$27.1K	0.01%	978
2022 Q2	$290K	Buy	6,308 +74	+1%	+$3.73K	0.01%	882
2022 Q1	$357K	Buy	+6,234	New	+$354K	0.01%	751
2021 Q4	–	Sell	-5,342	Closed	-$283K	–	2156
2021 Q3	$283K	Sell	5,342 -488	-8%	-$26.1K	0.01%	713
2021 Q2	$286K	Buy	5,830 +100	+2%	+$4.7K	0.01%	724
2021 Q1	$251K	Buy	+5,730	New	+$237K	0.01%	691

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 $3.37T AUM 44.26% 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

Snowden Capital Advisors's UDR Position: Q3 2023 in Review

Snowden Capital Advisors sold out of UDR (UDR) in Q3 2023, closing a stake of 5,151 shares — an estimated $221K sold.

Snowden Capital Advisors first reported a position in UDR in Q1 2021 and held it in 9 quarters. The position peaked at $357K in Q1 2022. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Snowden Capital Advisors reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 5,151 UDR shares in Q3 2023, an estimated $221K.
Snowden Capital Advisors first reported a position in UDR in Q1 2021 and held it in 9 quarters.
Snowden Capital Advisors's UDR position peaked at $357K in Q1 2022.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.