Sutton Wealth Advisors’s UDR UDR Stock Holding History

Sutton Wealth 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
2023 Q3	$6.03K	Buy	169 +153	+956%	+$6.1K	﹤0.01%	555
2023 Q2	$687	Buy	16 +3	+23%	+$123	﹤0.01%	792
2023 Q1	$534	Hold	13	–	–	﹤0.01%	767
2022 Q4	$503	Sell	13 -8	-38%	-$316	﹤0.01%	1491
2022 Q3	$876	Buy	21 +8	+62%	+$367	﹤0.01%	1328
2022 Q2	$599	Sell	13 -26	-67%	-$1.31K	﹤0.01%	1415
2022 Q1	$2.24K	Buy	39 +26	+200%	+$1.48K	﹤0.01%	1188
2021 Q4	$780	Hold	13	–	–	﹤0.01%	1397
2021 Q3	$689	Sell	13 -3	-19%	-$160	﹤0.01%	1263
2021 Q2	$784	Hold	16	–	–	﹤0.01%	1247
2021 Q1	$702	Hold	16	–	–	﹤0.01%	1224
2020 Q4	$615	Sell	16 -133	-89%	-$4.85K	﹤0.01%	1203
2020 Q3	$4.86K	Hold	149	–	–	﹤0.01%	931
2020 Q2	$5.57K	Buy	149 +133	+831%	+$4.97K	﹤0.01%	840
2020 Q1	$585	Buy	+16	New	+$724	﹤0.01%	1133

Other funds holding UDR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sutton Wealth Advisors's UDR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its UDR (UDR) stake by 956% in Q3 2023, buying an estimated $6.1K and bringing the position to 169 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Sutton Wealth Advisors first reported a position in UDR in Q1 2020 and has held it in 15 quarters since. 449 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Sutton Wealth Advisors held 169 shares of UDR worth $6.03K as of Q3 2023.
Sutton Wealth Advisors bought 153 UDR shares in Q3 2023, an estimated $6.1K.
UDR made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #555 holding.
Sutton Wealth Advisors first reported a position in UDR in Q1 2020 and has held it in 15 quarters since.
449 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.