UCFA
ABR icon

United Capital Financial Advisors’s Arbor Realty Trust ABR Stock Holding History

United Capital Financial Advisors’s Portfolio ABR Stock Details ABR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-27,282
Closed -$313K – 888
2023
Q1 		$313K Sell
27,282
-898
-3% -$12.5K ﹤0.01% 816
2022
Q4 		$372K Sell
28,180
-5,711
-17% -$77.6K ﹤0.01% 819
2022
Q3 		$390K Buy
33,891
+6,282
+23% +$92.4K ﹤0.01% 826
2022
Q2 		$362K Buy
27,609
+299
+1% +$4.8K ﹤0.01% 888
2022
Q1 		$466K Buy
27,310
+28
+0.1% +$492 ﹤0.01% 849
2021
Q4 		$500K Hold
27,282
– – ﹤0.01% 861
2021
Q3 		$506K Hold
27,282
– – ﹤0.01% 853
2021
Q2 		$486K Buy
27,282
+485
+2% +$8.53K ﹤0.01% 864
2021
Q1 		$426K Buy
26,797
+524
+2% +$8.09K ﹤0.01% 889
2020
Q4 		$373K Sell
26,273
-3,548
-12% -$46K ﹤0.01% 930
2020
Q3 		$342K Buy
+29,821
New +$313K ﹤0.01% 920

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

United Capital Financial Advisors's ABR Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Arbor Realty Trust (ABR) in Q2 2023, closing a stake of 27,282 shares — an estimated $313K sold.

United Capital Financial Advisors first reported a position in ABR in Q3 2020 and held it in 11 quarters. The position peaked at $506K in Q3 2021. 296 funds tracked by Wall St. Rank hold ABR as of Q2 2023.

  • United Capital Financial Advisors reported no remaining Arbor Realty Trust position as of Q2 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 27,282 Arbor Realty Trust shares in Q2 2023, an estimated $313K.
  • United Capital Financial Advisors first reported a position in Arbor Realty Trust in Q3 2020 and held it in 11 quarters.
  • United Capital Financial Advisors's Arbor Realty Trust position peaked at $506K in Q3 2021.
  • 296 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.