Sovarnum Capital’s UDR UDR Stock Holding History

Sovarnum Capital’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
2021 Q4	–	Sell	-30,000	Closed	-$1.59M	–	53
2021 Q3	$1.59M	Hold	30,000	–	–	1.5%	32
2021 Q2	$1.47M	Buy	30,000 +8,000	+36%	+$376K	0.93%	47
2021 Q1	$965K	Buy	+22,000	New	+$910K	0.73%	49

Other funds holding UDR

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sovarnum Capital's UDR Position: Q4 2021 in Review

Sovarnum Capital sold out of UDR (UDR) in Q4 2021, closing a stake of 30,000 shares — an estimated $1.59M sold.

Sovarnum Capital first reported a position in UDR in Q1 2021 and held it in 3 quarters. The position peaked at $1.59M in Q3 2021. 468 funds tracked by Wall St. Rank hold UDR as of Q4 2021.

Sovarnum Capital reported no remaining UDR position as of Q4 2021 after selling out during the quarter.
Sovarnum Capital sold 30,000 UDR shares in Q4 2021, an estimated $1.59M.
Sovarnum Capital first reported a position in UDR in Q1 2021 and held it in 3 quarters.
Sovarnum Capital's UDR position peaked at $1.59M in Q3 2021.
468 funds tracked by Wall St. Rank held UDR as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.