Veritable’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,907
| Closed | -$211K | – | 746 |
|
|
2023
Q2 | $211K | Hold |
4,907
| – | – | ﹤0.01% | 823 |
|
|
2023
Q1 | $201K | Buy |
+4,907
| New | +$203K | ﹤0.01% | 849 |
|
|
2022
Q3 | – | Sell |
-4,683
| Closed | -$216K | – | 897 |
|
|
2022
Q2 | $216K | Buy |
4,683
+513
| +12% | +$25.9K | ﹤0.01% | 789 |
|
|
2022
Q1 | $239K | Buy |
4,170
+258
| +7% | +$14.6K | ﹤0.01% | 796 |
|
|
2021
Q4 | $235K | Buy |
3,912
+35
| +0.9% | +$1.97K | ﹤0.01% | 818 |
|
|
2021
Q3 | $205K | Buy |
+3,877
| New | +$207K | ﹤0.01% | 842 |
|
|
2021
Q1 | – | Sell |
-5,928
| Closed | -$228K | – | 848 |
|
|
2020
Q4 | $228K | Buy |
+5,928
| New | +$216K | ﹤0.01% | 721 |
|
|
2020
Q1 | – | Sell |
-5,487
| Closed | -$256K | – | 822 |
|
|
2019
Q4 | $256K | Buy |
5,487
+338
| +7% | +$16.2K | ﹤0.01% | 717 |
|
|
2019
Q3 | $250K | Buy |
5,149
+43
| +0.8% | +$2.02K | ﹤0.01% | 700 |
|
|
2019
Q2 | $229K | Buy |
5,106
+67
| +1% | +$3.02K | ﹤0.01% | 734 |
|
|
2019
Q1 | $229K | Buy |
+5,039
| New | +$219K | ﹤0.01% | 723 |
|
|
2017
Q3 | – | Sell |
-21,859
| Closed | -$852K | – | 781 |
|
|
2017
Q2 | $852K | Sell |
21,859
-1,993
| -8% | -$75.9K | 0.02% | 383 |
|
|
2017
Q1 | $865K | Sell |
23,852
-2,429
| -9% | -$86.8K | 0.02% | 358 |
|
|
2016
Q4 | $959K | Buy |
26,281
+1,850
| +8% | +$63.4K | 0.02% | 322 |
|
|
2016
Q3 | $879K | Buy |
24,431
+2,766
| +13% | +$101K | 0.02% | 338 |
|
|
2016
Q2 | $800K | Sell |
21,665
-5,168
| -19% | -$185K | 0.02% | 346 |
|
|
2016
Q1 | $1.03M | Buy |
26,833
+1,740
| +7% | +$62.2K | 0.03% | 298 |
|
|
2015
Q4 | $943K | Buy |
25,093
+154
| +0.6% | +$5.53K | 0.03% | 327 |
|
|
2015
Q3 | $860K | Buy |
24,939
+4,331
| +21% | +$144K | 0.03% | 327 |
|
|
2015
Q2 | $660K | Buy |
20,608
+838
| +4% | +$27.5K | 0.02% | 398 |
|
|
2015
Q1 | $673K | Sell |
19,770
-4,000
| -17% | -$132K | 0.01% | 505 |
|
|
2014
Q4 | $733K | Hold |
23,770
| – | – | 0.02% | 490 |
|
|
2014
Q3 | $648K | Sell |
23,770
-2,381
| -9% | -$68.9K | 0.01% | 529 |
|
|
2014
Q2 | $749K | Buy |
26,151
+800
| +3% | +$21.5K | 0.02% | 481 |
|
|
2014
Q1 | $655K | Buy |
25,351
+1,400
| +6% | +$35K | 0.01% | 501 |
|
|
2013
Q4 | $559K | Buy |
23,951
+1,200
| +5% | +$28.8K | 0.01% | 550 |
|
|
2013
Q3 | $539K | Sell |
22,751
-121
| -0.5% | -$2.94K | 0.01% | 554 |
|
|
2013
Q2 | $583K | Buy |
+22,872
| New | +$567K | 0.01% | 529 |
|
Other funds holding UDR
Veritable's UDR Position: Q3 2023 in Review
Veritable sold out of UDR (UDR) in Q3 2023, closing a stake of 4,907 shares — an estimated $211K sold.
Veritable first reported a position in UDR in Q2 2013 and held it in 28 quarters. The position peaked at $1.03M in Q1 2016. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.
- Veritable reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
- Veritable sold 4,907 UDR shares in Q3 2023, an estimated $211K.
- Veritable first reported a position in UDR in Q2 2013 and held it in 28 quarters.
- Veritable's UDR position peaked at $1.03M in Q1 2016.
- 448 funds tracked by Wall St. Rank held UDR as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.