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Vident Investment Advisory’s UDR UDR Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-72,770
Closed -$3.13M – 996
2023
Q2 		$3.13M Buy
72,770
+3,348
+5% +$138K 0.11% 215
2023
Q1 		$2.85M Buy
69,422
+18,892
+37% +$780K 0.09% 242
2022
Q4 		$1.96M Buy
50,530
+1,630
+3% +$64.4K 0.07% 304
2022
Q3 		$1.97M Buy
48,900
+2,142
+5% +$98.3K 0.06% 372
2022
Q2 		$2.15M Sell
46,758
-1,014
-2% -$51.1K 0.06% 368
2022
Q1 		$2.74M Sell
47,772
-3,566
-7% -$202K 0.07% 312
2021
Q4 		$3.08M Buy
51,338
+1,634
+3% +$91.9K 0.08% 291
2021
Q3 		$2.63M Sell
49,704
-11,808
-19% -$631K 0.08% 282
2021
Q2 		$3.01M Buy
61,512
+1,745
+3% +$82.1K 0.09% 246
2021
Q1 		$2.62M Sell
59,767
-160
-0.3% -$6.62K 0.09% 255
2020
Q4 		$2.3M Sell
59,927
-647
-1% -$23.6K 0.09% 223
2020
Q3 		$1.98M Buy
60,574
+20,804
+52% +$730K 0.1% 222
2020
Q2 		$1.49M Sell
39,770
-5,123
-11% -$191K 0.08% 317
2020
Q1 		$1.64M Sell
44,893
-3,498
-7% -$158K 0.11% 229
2019
Q4 		$2.26M Buy
+48,391
New +$2.32M 0.14% 218
2019
Q2 		– Sell
-41,506
Closed -$1.89M – 642
2019
Q1 		$1.89M Sell
41,506
-9,624
-19% -$418K 0.1% 295
2018
Q4 		$2.03M Buy
51,130
+6,961
+16% +$281K 0.11% 250
2018
Q3 		$1.78M Buy
44,169
+14,802
+50% +$576K 0.07% 351
2018
Q2 		$1.1M Buy
29,367
+19,918
+211% +$720K 0.04% 405
2018
Q1 		$339K Buy
+9,449
New +$333K 0.01% 760

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Vident Investment Advisory's UDR Position: Q3 2023 in Review

Vident Investment Advisory sold out of UDR (UDR) in Q3 2023, closing a stake of 72,770 shares — an estimated $3.13M sold.

Vident Investment Advisory first reported a position in UDR in Q1 2018 and held it in 20 quarters. The position peaked at $3.13M in Q2 2023. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

  • Vident Investment Advisory reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 72,770 UDR shares in Q3 2023, an estimated $3.13M.
  • Vident Investment Advisory first reported a position in UDR in Q1 2018 and held it in 20 quarters.
  • Vident Investment Advisory's UDR position peaked at $3.13M in Q2 2023.
  • 448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.