Squar Milner Financial Services’s UDR UDR Stock Holding History

Squar Milner 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
2020 Q1	–	Sell	-41	Closed	-$1K	–	866
2019 Q4	$1K	Buy	+41	New	+$1.97K	﹤0.01%	806

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

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

Squar Milner Financial Services's UDR Position: Q1 2020 in Review

Squar Milner Financial Services sold out of UDR (UDR) in Q1 2020, closing a stake of 41 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in UDR in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 392 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

Squar Milner Financial Services reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 41 UDR shares in Q1 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in UDR in Q4 2019 and held it in 1 quarter.
Squar Milner Financial Services's UDR position peaked at $1K in Q4 2019.
392 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.