Sutton Wealth Advisors’s Urban Edge Properties UE Stock Holding History

Sutton Wealth Advisors’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,984	Closed	-$42K	–	1523
2022 Q4	$42K	Buy	2,984 +2,893	+3,179%	+$41.5K	0.02%	439
2022 Q3	$1.21K	Hold	91	–	–	﹤0.01%	1248
2022 Q2	$1.38K	Sell	91 -585	-87%	-$10.5K	﹤0.01%	1226
2022 Q1	$12.9K	Buy	676 +585	+643%	+$10.8K	﹤0.01%	865
2021 Q4	$1.73K	Hold	91	–	–	﹤0.01%	1223
2021 Q3	$1.67K	Hold	91	–	–	﹤0.01%	1191
2021 Q2	$1.74K	Hold	91	–	–	﹤0.01%	1179
2021 Q1	$1.5K	Hold	91	–	–	﹤0.01%	1171
2020 Q4	$1.18K	Hold	91	–	–	﹤0.01%	1168
2020 Q3	$885	Hold	91	–	–	﹤0.01%	1150
2020 Q2	$1.08K	Hold	91	–	–	﹤0.01%	1117
2020 Q1	$802	Hold	91	–	–	﹤0.01%	1113
2019 Q4	$1.75K	Hold	91	–	–	﹤0.01%	1075
2019 Q3	$1.8K	Hold	91	–	–	﹤0.01%	1067
2019 Q2	$1.58K	Hold	91	–	–	﹤0.01%	1074
2019 Q1	$1.73K	Hold	91	–	–	﹤0.01%	1068
2018 Q4	$1.51K	Hold	91	–	–	﹤0.01%	1014
2018 Q3	$2.01K	Hold	91	–	–	﹤0.01%	993
2018 Q2	$2.08K	Hold	91	–	–	﹤0.01%	1008
2018 Q1	$1.94K	Hold	91	–	–	﹤0.01%	1006
2017 Q4	$2.32K	Hold	91	–	–	﹤0.01%	957
2017 Q3	$2.19K	Hold	91	–	–	﹤0.01%	944
2017 Q2	$2.16K	Sell	91 -2	-2%	-$50	﹤0.01%	952
2017 Q1	$2.45K	Hold	93	–	–	﹤0.01%	924
2016 Q4	$2.56K	Hold	93	–	–	﹤0.01%	913
2016 Q3	$2.62K	Hold	93	–	–	﹤0.01%	903
2016 Q2	$2.78K	Hold	93	–	–	﹤0.01%	864
2016 Q1	$2.4K	Buy	+93	New	+$2.24K	﹤0.01%	861

Other funds holding UE

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sutton Wealth Advisors's UE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Urban Edge Properties (UE) in Q1 2023, closing a stake of 2,984 shares — an estimated $42K sold.

Sutton Wealth Advisors first reported a position in UE in Q1 2016 and held it in 28 quarters. The position peaked at $42K in Q4 2022. 182 funds tracked by Wall St. Rank hold UE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Urban Edge Properties position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 2,984 Urban Edge Properties shares in Q1 2023, an estimated $42K.
Sutton Wealth Advisors first reported a position in Urban Edge Properties in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Urban Edge Properties position peaked at $42K in Q4 2022.
182 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.