Stonebridge Capital Advisors’s UDR UDR Stock Holding History

Stonebridge Capital Advisors’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
2022 Q3	–	Sell	-69	Closed	-$3K	–	1129
2022 Q2	$3K	Hold	69	–	–	﹤0.01%	790
2022 Q1	$4K	Hold	69	–	–	﹤0.01%	820
2021 Q4	$4K	Sell	69 -62	-47%	-$3.49K	﹤0.01%	784
2021 Q3	$7K	Buy	+131	New	+$7K	﹤0.01%	687
2020 Q1	–	Sell	-41	Closed	-$2K	–	861
2019 Q4	$2K	Hold	41	–	–	﹤0.01%	754
2019 Q3	$2K	Hold	41	–	–	﹤0.01%	747
2019 Q2	$2K	Buy	+41	New	+$1.85K	﹤0.01%	793

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Stonebridge Capital Advisors's UDR Position: Q3 2022 in Review

Stonebridge Capital Advisors sold out of UDR (UDR) in Q3 2022, closing a stake of 69 shares — an estimated $3K sold.

Stonebridge Capital Advisors first reported a position in UDR in Q2 2019 and held it in 7 quarters. The position peaked at $7K in Q3 2021. 443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Stonebridge Capital Advisors reported no remaining UDR position as of Q3 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 69 UDR shares in Q3 2022, an estimated $3K.
Stonebridge Capital Advisors first reported a position in UDR in Q2 2019 and held it in 7 quarters.
Stonebridge Capital Advisors's UDR position peaked at $7K in Q3 2021.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.