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United Capital Financial Advisors’s Urban Edge Properties UE Stock Holding History

United Capital Financial Advisors’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
2023
Q1 		– Sell
-11,747
Closed -$166K – 1075
2022
Q4 		$166K Sell
11,747
-239
-2% -$3.43K ﹤0.01% 998
2022
Q3 		$160K Buy
11,986
+77
+0.6% +$1.2K ﹤0.01% 1037
2022
Q2 		$181K Buy
11,909
+153
+1% +$2.73K ﹤0.01% 1070
2022
Q1 		$225K Buy
11,756
+115
+1% +$2.13K ﹤0.01% 1085
2021
Q4 		$221K Buy
11,641
+5
+0% +$92 ﹤0.01% 1119
2021
Q3 		$213K Hold
11,636
– – ﹤0.01% 1124
2021
Q2 		$222K Sell
11,636
-5
-0% -$94 ﹤0.01% 1132
2021
Q1 		$192K Hold
11,641
– – ﹤0.01% 1133
2020
Q4 		$151K Sell
11,641
-415
-3% -$4.98K ﹤0.01% 1145
2020
Q3 		$117K Buy
12,056
+16
+0.1% +$170 ﹤0.01% 1106
2020
Q2 		$143K Sell
12,040
-86
-0.7% -$863 ﹤0.01% 1128
2020
Q1 		$107K Buy
12,126
+403
+3% +$6.62K ﹤0.01% 1123
2019
Q4 		$225K Hold
11,723
– – ﹤0.01% 1250
2019
Q3 		$232K Buy
11,723
+87
+0.7% +$1.54K ﹤0.01% 1146
2019
Q2 		$202K Hold
11,636
– – ﹤0.01% 1367
2019
Q1 		$222K Hold
11,636
– – ﹤0.01% 1237
2018
Q4 		$193K Hold
11,636
– – ﹤0.01% 1205
2018
Q3 		$257K Hold
11,636
– – ﹤0.01% 1169
2018
Q2 		$266K Buy
11,636
+9
+0.1% +$192 ﹤0.01% 1129
2018
Q1 		$248K Sell
11,627
-17
-0.1% -$381 ﹤0.01% 1160
2017
Q4 		$297K Hold
11,644
– – ﹤0.01% 1118
2017
Q3 		$281K Buy
11,644
+474
+4% +$11.8K ﹤0.01% 1134
2017
Q2 		$265K Buy
11,170
+1
+0% +$25 ﹤0.01% 1112
2017
Q1 		$294K Sell
11,169
-116
-1% -$3.17K ﹤0.01% 1050
2016
Q4 		$310K Buy
11,285
+17
+0.2% +$451 ﹤0.01% 1040
2016
Q3 		$317K Sell
11,268
-2,643
-19% -$76.5K ﹤0.01% 1062
2016
Q2 		$417K Hold
13,911
– – ﹤0.01% 955
2016
Q1 		$359K Hold
13,911
– – ﹤0.01% 953
2015
Q4 		$326K Sell
13,911
-1,788
-11% -$41.7K ﹤0.01% 993
2015
Q3 		$339K Sell
15,699
-2,322
-13% -$49.7K ﹤0.01% 1024
2015
Q2 		$375K Buy
18,021
+6,630
+58% +$149K ﹤0.01% 1018
2015
Q1 		$258K Buy
+11,391
New +$272K ﹤0.01% 1109

Other funds holding UE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's UE Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Urban Edge Properties (UE) in Q1 2023, closing a stake of 11,747 shares — an estimated $166K sold.

United Capital Financial Advisors first reported a position in UE in Q1 2015 and held it in 32 quarters. The position peaked at $417K in Q2 2016. 182 funds tracked by Wall St. Rank hold UE as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Urban Edge Properties position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,747 Urban Edge Properties shares in Q1 2023, an estimated $166K.
  • United Capital Financial Advisors first reported a position in Urban Edge Properties in Q1 2015 and held it in 32 quarters.
  • United Capital Financial Advisors's Urban Edge Properties position peaked at $417K in Q2 2016.
  • 182 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.