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Sowell Financial Services’s UDR UDR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-784
Closed -$36K – 2578
2021
Q1 		$36K Buy
784
+634
+423% +$26.2K ﹤0.01% 1797
2020
Q4 		$6K Hold
150
– – ﹤0.01% 2236
2020
Q3 		$5K Hold
150
– – ﹤0.01% 2016
2020
Q2 		$6K Hold
150
– – ﹤0.01% 1863
2020
Q1 		$5K Sell
150
-200
-57% -$9.05K ﹤0.01% 1841
2019
Q4 		$16K Hold
350
– – ﹤0.01% 1519
2019
Q3 		$17K Buy
+350
New +$16.5K ﹤0.01% 1351

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Sowell Financial Services's UDR Position: Q2 2021 in Review

Sowell Financial Services sold out of UDR (UDR) in Q2 2021, closing a stake of 784 shares — an estimated $36K sold.

Sowell Financial Services first reported a position in UDR in Q3 2019 and held it in 7 quarters. The position peaked at $36K in Q1 2021. 433 funds tracked by Wall St. Rank hold UDR as of Q2 2021.

  • Sowell Financial Services reported no remaining UDR position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 784 UDR shares in Q2 2021, an estimated $36K.
  • Sowell Financial Services first reported a position in UDR in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's UDR position peaked at $36K in Q1 2021.
  • 433 funds tracked by Wall St. Rank held UDR as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.