TCOV
UDR icon

Trust Company of Vermont’s UDR UDR Stock Holding History

Trust Company of Vermont’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
-6
Closed -$230 – 896
2023
Q4 		$230 Sell
6
-35
-85% -$1.22K ﹤0.01% 752
2023
Q3 		$1.46K Buy
+41
New +$1.63K ﹤0.01% 765
2020
Q1 		– Sell
-68
Closed -$3K – 949
2019
Q4 		$3K Hold
68
– – ﹤0.01% 856
2019
Q3 		$3K Hold
68
– – ﹤0.01% 906
2019
Q2 		$3K Hold
68
– – ﹤0.01% 921
2019
Q1 		$3K Sell
68
-68
-50% -$2.95K ﹤0.01% 875
2018
Q4 		$5K Sell
136
-105
-44% -$4.24K ﹤0.01% 838
2018
Q3 		$10K Hold
241
– – ﹤0.01% 819
2018
Q2 		$9K Buy
+241
New +$8.72K ﹤0.01% 863

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Trust Company of Vermont's UDR Position: Q1 2024 in Review

Trust Company of Vermont sold out of UDR (UDR) in Q1 2024, closing a stake of 6 shares — an estimated $230 sold.

Trust Company of Vermont first reported a position in UDR in Q2 2018 and held it in 9 quarters. The position peaked at $10K in Q3 2018. 454 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

  • Trust Company of Vermont reported no remaining UDR position as of Q1 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 6 UDR shares in Q1 2024, an estimated $230.
  • Trust Company of Vermont first reported a position in UDR in Q2 2018 and held it in 9 quarters.
  • Trust Company of Vermont's UDR position peaked at $10K in Q3 2018.
  • 454 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on Trust Company of Vermont's 13F filing for Q1 2024, filed 3 May 2024.