UFF
UDR icon

USA Financial Formulas’s UDR UDR Stock Holding History

USA Financial Formulas’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
2023
Q4 		– Sell
-14
Closed -$499 – 548
2023
Q3 		$499 Hold
14
– – ﹤0.01% 444
2023
Q2 		$601 Hold
14
– – ﹤0.01% 412
2023
Q1 		$575 Buy
+14
New +$578 ﹤0.01% 349
2022
Q3 		$1K Hold
14
– – ﹤0.01% 280
2022
Q2 		$1K Sell
14
-13,550
-100% -$683K ﹤0.01% 308
2022
Q1 		$778K Sell
13,564
-11,044
-45% -$627K 0.83% 58
2021
Q4 		$1.48M Buy
24,608
+4,264
+21% +$240K 1.27% 30
2021
Q3 		$1.08M Buy
+20,344
New +$1.09M 0.96% 41
2020
Q1 		– Sell
-4
Closed – – 308
2019
Q4 		$0 Buy
+4
New +$192 ﹤0.01% 312
2016
Q1 		– Sell
-7,507
Closed -$282K – 116
2015
Q4 		$282K Buy
+7,507
New +$269K 0.11% 81

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's UDR Position: Q4 2023 in Review

USA Financial Formulas sold out of UDR (UDR) in Q4 2023, closing a stake of 14 shares — an estimated $499 sold.

USA Financial Formulas first reported a position in UDR in Q4 2015 and held it in 10 quarters. The position peaked at $1.48M in Q4 2021. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

  • USA Financial Formulas reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 14 UDR shares in Q4 2023, an estimated $499.
  • USA Financial Formulas first reported a position in UDR in Q4 2015 and held it in 10 quarters.
  • USA Financial Formulas's UDR position peaked at $1.48M in Q4 2021.
  • 461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.