SPC Financial Inc’s UDR UDR Stock Holding History

SPC Financial Inc’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
2020 Q1	–	Sell	-4,300	Closed	-$201K	–	151
2019 Q4	$201K	Hold	4,300	–	–	0.04%	139
2019 Q3	$208K	Buy	+4,300	New	+$203K	0.04%	120
2016 Q3	–	Sell	-68,970	Closed	-$2.55M	–	128
2016 Q2	$2.55M	Sell	68,970 -21,340	-24%	-$765K	0.92%	31
2016 Q1	$3.48M	Buy	90,310 +1,035	+1%	+$37K	1.32%	28
2015 Q4	$3.35M	Sell	89,275 -225	-0.3%	-$8.07K	1.32%	26
2015 Q3	$3.09M	Buy	89,500 +57,825	+183%	+$1.93M	1.33%	26
2015 Q2	$1.01M	Sell	31,675 -1,048	-3%	-$34.4K	0.28%	63
2015 Q1	$1.11M	Sell	32,723 -850	-3%	-$27.9K	0.31%	64
2014 Q4	$1.03M	Sell	33,573 -150	-0.4%	-$4.5K	0.3%	61
2014 Q3	$919K	Buy	33,723 +625	+2%	+$18.1K	0.27%	63
2014 Q2	$948K	Buy	33,098 +2,300	+7%	+$61.9K	0.27%	64
2014 Q1	$796K	Buy	30,798 +2,750	+10%	+$68.8K	0.24%	64
2013 Q4	$655K	Sell	28,048 -10,800	-28%	-$259K	0.2%	69
2013 Q3	$921K	Sell	38,848 -1,200	-3%	-$29.2K	0.33%	57
2013 Q2	$1.02M	Buy	+40,048	New	+$993K	0.39%	56

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

Fidelity Investments

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

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

Daiwa Securities Group

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

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return