UMB Bank’s Urban Edge Properties UE Stock Holding History

UMB Bank’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.2K	Sell	762 -61	-7%	-$1.23K	﹤0.01%	1691
2025 Q4	$15.8K	Buy	823 +446	+118%	+$8.65K	﹤0.01%	1643
2025 Q3	$7.72K	Buy	377 +82	+28%	+$1.63K	﹤0.01%	1764
2025 Q2	$5.5K	Sell	295 -132	-31%	-$2.41K	﹤0.01%	1796
2025 Q1	$8.11K	Buy	427 +161	+61%	+$3.22K	﹤0.01%	1612
2024 Q4	$5.72K	Hold	266	–	–	﹤0.01%	1663
2024 Q3	$5.69K	Buy	266 +124	+87%	+$2.5K	﹤0.01%	1681
2024 Q2	$2.62K	Buy	142 +82	+137%	+$1.41K	﹤0.01%	1668
2024 Q1	$1.04K	Buy	+60	New	+$1.04K	﹤0.01%	1766
2022 Q3	–	Sell	-218	Closed	-$3K	–	1979
2022 Q2	$3K	Hold	218	–	–	﹤0.01%	1695
2022 Q1	$4K	Hold	218	–	–	﹤0.01%	1722
2021 Q4	$4K	Buy	+218	New	+$3.99K	﹤0.01%	1704

Other funds holding UE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return