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Summit Trail Advisors’s UDR UDR Stock Holding History

Summit Trail Advisors’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$783K Buy
+19,165
New +$783K 0.01% 562
2018
Q1 		– Sell
-283
Closed -$10K – 1581
2017
Q4 		$10K Buy
+283
New +$10K ﹤0.01% 1233