Systematic Portfolios’s UDR UDR Stock Holding History

Systematic Portfolios’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
2024 Q1	–	Sell	-9,123	Closed	-$349K	–	191
2023 Q4	$349K	Buy	+9,123	New	+$317K	1.06%	14

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Systematic Portfolios's UDR Position: Q1 2024 in Review

Systematic Portfolios sold out of UDR (UDR) in Q1 2024, closing a stake of 9,123 shares — an estimated $349K sold.

Systematic Portfolios first reported a position in UDR in Q4 2023 and held it in 1 quarter. The position peaked at $349K in Q4 2023. 454 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

Systematic Portfolios reported no remaining UDR position as of Q1 2024 after selling out during the quarter.
Systematic Portfolios sold 9,123 UDR shares in Q1 2024, an estimated $349K.
Systematic Portfolios first reported a position in UDR in Q4 2023 and held it in 1 quarter.
Systematic Portfolios's UDR position peaked at $349K in Q4 2023.
454 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on Systematic Portfolios's 13F filing for Q1 2024, filed 15 May 2024.