Symphony Asset Management’s UDR UDR Stock Holding History

Symphony Asset Management’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
2018 Q1	–	Sell	-5,576	Closed	-$215K	–	376
2017 Q4	$215K	Sell	5,576 -188	-3%	-$7.31K	0.02%	340
2017 Q3	$220K	Buy	+5,764	New	+$223K	0.02%	333
2016 Q3	–	Sell	-12,118	Closed	-$447K	–	428
2016 Q2	$447K	Sell	12,118 -22,585	-65%	-$809K	0.05%	248
2016 Q1	$1.34M	Buy	34,703 +805	+2%	+$28.8K	0.14%	155
2015 Q4	$1.27M	Buy	33,898 +8,358	+33%	+$300K	0.14%	164
2015 Q3	$880K	Buy	25,540 +13,043	+104%	+$435K	0.11%	206
2015 Q2	$400K	Sell	12,497 -82	-0.7%	-$2.69K	0.05%	313
2015 Q1	$428K	Sell	12,579 -3,369	-21%	-$111K	0.05%	363
2014 Q4	$492K	Hold	15,948	–	–	0.06%	249
2014 Q3	$434K	Buy	15,948 +3,613	+29%	+$105K	0.04%	268
2014 Q2	$353K	Buy	+12,335	New	+$332K	0.04%	368

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Symphony Asset Management's UDR Position: Q1 2018 in Review

Symphony Asset Management sold out of UDR (UDR) in Q1 2018, closing a stake of 5,576 shares — an estimated $215K sold.

Symphony Asset Management first reported a position in UDR in Q2 2014 and held it in 11 quarters. The position peaked at $1.34M in Q1 2016. 364 funds tracked by Wall St. Rank hold UDR as of Q1 2018.

Symphony Asset Management reported no remaining UDR position as of Q1 2018 after selling out during the quarter.
Symphony Asset Management sold 5,576 UDR shares in Q1 2018, an estimated $215K.
Symphony Asset Management first reported a position in UDR in Q2 2014 and held it in 11 quarters.
Symphony Asset Management's UDR position peaked at $1.34M in Q1 2016.
364 funds tracked by Wall St. Rank held UDR as of Q1 2018.

Based on Symphony Asset Management's 13F filing for Q1 2018, filed 11 May 2018.