Steward Partners Investment Advisory’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

Steward Partners Investment Advisory’s Portfolio UBA Stock Details UBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14	Closed	-$265	–	3480
2022 Q4	$265	Sell	14 -47	-77%	-$859	﹤0.01%	3241
2022 Q3	$1K	Sell	61 -28	-31%	-$477	﹤0.01%	3208
2022 Q2	$1K	Sell	89 -1,726	-95%	-$29.9K	﹤0.01%	3218
2022 Q1	$34K	Sell	1,815 -1,000	-36%	-$19.6K	﹤0.01%	2119
2021 Q4	$60K	Sell	2,815 -25	-0.9%	-$502	﹤0.01%	1822
2021 Q3	$54K	Buy	+2,840	New	+$54.2K	﹤0.01%	1858

Other funds holding UBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Partners Investment Advisory's UBA Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2023, closing a stake of 14 shares — an estimated $265 sold.

Steward Partners Investment Advisory first reported a position in UBA in Q3 2021 and held it in 6 quarters. The position peaked at $60K in Q4 2021. 161 funds tracked by Wall St. Rank hold UBA as of Q1 2023.

Steward Partners Investment Advisory reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 14 Urstadt Biddle Properties Inc. Class A shares in Q1 2023, an estimated $265.
Steward Partners Investment Advisory first reported a position in Urstadt Biddle Properties Inc. Class A in Q3 2021 and held it in 6 quarters.
Steward Partners Investment Advisory's Urstadt Biddle Properties Inc. Class A position peaked at $60K in Q4 2021.
161 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.