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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SPC Financial Inc's UDR Position: Q1 2020 in Review

SPC Financial Inc sold out of UDR (UDR) in Q1 2020, closing a stake of 4,300 shares — an estimated $201K sold.

SPC Financial Inc first reported a position in UDR in Q2 2013 and held it in 15 quarters. The position peaked at $3.48M in Q1 2016. 392 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

  • SPC Financial Inc reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
  • SPC Financial Inc sold 4,300 UDR shares in Q1 2020, an estimated $201K.
  • SPC Financial Inc first reported a position in UDR in Q2 2013 and held it in 15 quarters.
  • SPC Financial Inc's UDR position peaked at $3.48M in Q1 2016.
  • 392 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on SPC Financial Inc's 13F filing for Q1 2020, filed 16 Apr 2020.