UOC
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UBS O'Connor’s UDR UDR Stock Holding History

UBS O'Connor’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
-19,236
Closed -$737K – 599
2023
Q4 		$737K Sell
19,236
-56,206
-75% -$1.96M 0.02% 307
2023
Q3 		$2.69M Buy
+75,442
New +$3.01M 0.05% 190
2023
Q2 		– Sell
-70,500
Closed -$2.89M – 644
2023
Q1 		$2.89M Buy
70,500
+14,692
+26% +$607K 0.07% 209
2022
Q4 		$2.16M Buy
+55,808
New +$2.2M 0.04% 450
2022
Q3 		– Sell
-72,200
Closed -$3.32M – 1009
2022
Q2 		$3.32M Buy
+72,200
New +$3.64M 0.03% 439
2022
Q1 		– Sell
-34,600
Closed -$2.08M – 1051
2021
Q4 		$2.08M Sell
34,600
-66,200
-66% -$3.72M 0.02% 567
2021
Q3 		$5.34M Buy
100,800
+6,800
+7% +$363K 0.04% 210
2021
Q2 		$4.6M Buy
+94,000
New +$4.42M 0.04% 294
2021
Q1 		– Sell
-17,100
Closed -$657K – 928
2020
Q4 		$657K Sell
17,100
-384,100
-96% -$14M 0.01% 461
2020
Q3 		$13.1M Buy
+401,200
New +$14.1M 0.33% 41
2015
Q4 		– Sell
-51,706
Closed -$1.78M – 553
2015
Q3 		$1.78M Buy
51,706
+16,154
+45% +$539K 0.02% 373
2015
Q2 		$1.14M Sell
35,552
-63,828
-64% -$2.1M 0.01% 557
2015
Q1 		$3.38M Sell
99,380
-2,547
-2% -$83.7K 0.03% 329
2014
Q4 		$3.14M Buy
101,927
+11,205
+12% +$336K 0.05% 242
2014
Q3 		$2.47M Buy
90,722
+38,775
+75% +$1.12M 0.04% 283
2014
Q2 		$1.49M Buy
+51,947
New +$1.4M 0.01% 300

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

UBS O'Connor's UDR Position: Q1 2024 in Review

UBS O'Connor sold out of UDR (UDR) in Q1 2024, closing a stake of 19,236 shares — an estimated $737K sold.

UBS O'Connor first reported a position in UDR in Q2 2014 and held it in 16 quarters. The position peaked at $13.1M in Q3 2020. 454 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

  • UBS O'Connor reported no remaining UDR position as of Q1 2024 after selling out during the quarter.
  • UBS O'Connor sold 19,236 UDR shares in Q1 2024, an estimated $737K.
  • UBS O'Connor first reported a position in UDR in Q2 2014 and held it in 16 quarters.
  • UBS O'Connor's UDR position peaked at $13.1M in Q3 2020.
  • 454 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on UBS O'Connor's 13F filing for Q1 2024, filed 15 May 2024.