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Stephens Consulting’s Urban Edge Properties UE Stock Holding History

Stephens Consulting’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$38 – 1117
2025
Q2 		$38 Sell
2
-38
-95% -$695 ﹤0.01% 1137
2025
Q1 		$760 Buy
+40
New +$800 ﹤0.01% 779

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stephens Consulting's UE Position: Q3 2025 in Review

Stephens Consulting sold out of Urban Edge Properties (UE) in Q3 2025, closing a stake of 2 shares — an estimated $38 sold.

Stephens Consulting first reported a position in UE in Q1 2025 and held it in 2 quarters. The position peaked at $760 in Q1 2025. 246 funds tracked by Wall St. Rank hold UE as of Q3 2025.

  • Stephens Consulting reported no remaining Urban Edge Properties position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 2 Urban Edge Properties shares in Q3 2025, an estimated $38.
  • Stephens Consulting first reported a position in Urban Edge Properties in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Urban Edge Properties position peaked at $760 in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.