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Summit Global Investments’s UDR UDR Stock Holding History

Summit Global Investments’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
-31,232
Closed -$1.46M – 307
2019
Q4 		$1.46M Buy
31,232
+2,785
+10% +$134K 0.16% 103
2019
Q3 		$1.38M Buy
28,447
+100
+0.4% +$4.71K 0.16% 101
2019
Q2 		$1.27M Buy
28,347
+2,797
+11% +$126K 0.16% 108
2019
Q1 		$1.16M Sell
25,550
-7,745
-23% -$336K 0.15% 109
2018
Q4 		$1.32M Buy
33,295
+5,440
+20% +$220K 0.2% 89
2018
Q3 		$1.13M Sell
27,855
-10
-0% -$389 0.15% 101
2018
Q2 		$1.05M Buy
27,865
+12,880
+86% +$466K 0.16% 101
2018
Q1 		$534K Buy
+14,985
New +$528K 0.09% 213

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Global Investments's UDR Position: Q1 2020 in Review

Summit Global Investments sold out of UDR (UDR) in Q1 2020, closing a stake of 31,232 shares — an estimated $1.46M sold.

Summit Global Investments first reported a position in UDR in Q1 2018 and held it in 8 quarters. The position peaked at $1.46M in Q4 2019. 391 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

  • Summit Global Investments reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
  • Summit Global Investments sold 31,232 UDR shares in Q1 2020, an estimated $1.46M.
  • Summit Global Investments first reported a position in UDR in Q1 2018 and held it in 8 quarters.
  • Summit Global Investments's UDR position peaked at $1.46M in Q4 2019.
  • 391 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on Summit Global Investments's 13F filing for Q1 2020, filed 14 May 2020.