Tarbox Family Office’s UDR UDR Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-12	Closed	-$1K	–	922
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	1022
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	1064
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	1112
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1101
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1095
2020 Q4	$0	Hold	12	–	–	﹤0.01%	1193
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1207
2020 Q2	$0	Hold	12	–	–	﹤0.01%	1247
2020 Q1	$0	Sell	12 -30	-71%	-$1.36K	﹤0.01%	1326
2019 Q4	$2K	Buy	+42	New	+$2.02K	﹤0.01%	864

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tarbox Family Office's UDR Position: Q2 2022 in Review

Tarbox Family Office sold out of UDR (UDR) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in UDR in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q4 2019. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Tarbox Family Office reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 12 UDR shares in Q2 2022, an estimated $1K.
Tarbox Family Office first reported a position in UDR in Q4 2019 and held it in 10 quarters.
Tarbox Family Office's UDR position peaked at $2K in Q4 2019.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.