Taylor Hoffman Wealth Management’s UDR UDR Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-2,840	Closed	-$106K	–	338
2020 Q2	$106K	Buy	+2,840	New	+$106K	0.07%	148
2020 Q1	–	Sell	-2,840	Closed	-$133K	–	354
2019 Q4	$133K	Hold	2,840	–	–	0.09%	138
2019 Q3	$138K	Hold	2,840	–	–	0.1%	135
2019 Q2	$127K	Sell	2,840 -1,000	-26%	-$45K	0.1%	137
2019 Q1	$175K	Hold	3,840	–	–	0.13%	119
2018 Q4	$152K	Hold	3,840	–	–	0.14%	110
2018 Q3	$155K	Hold	3,840	–	–	0.12%	111
2018 Q2	$144K	Hold	3,840	–	–	0.12%	117
2018 Q1	$137K	Hold	3,840	–	–	0.13%	117
2017 Q4	$148K	Buy	+3,840	New	+$149K	0.14%	111

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Taylor Hoffman Wealth Management's UDR Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of UDR (UDR) in Q3 2020, closing a stake of 2,840 shares — an estimated $106K sold.

Taylor Hoffman Wealth Management first reported a position in UDR in Q4 2017 and held it in 10 quarters. The position peaked at $175K in Q1 2019. 401 funds tracked by Wall St. Rank hold UDR as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining UDR position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 2,840 UDR shares in Q3 2020, an estimated $106K.
Taylor Hoffman Wealth Management first reported a position in UDR in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's UDR position peaked at $175K in Q1 2019.
401 funds tracked by Wall St. Rank held UDR as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.