Vontobel Holding’s UDR UDR Stock Holding History

Vontobel Holding’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	-30,723	Closed	-$1.32M	–	1133
2023 Q2	$1.32M	Buy	30,723 +2,661	+9%	+$109K	0.01%	524
2023 Q1	$1.15M	Hold	28,062	–	–	0.01%	546
2022 Q4	$1.06M	Buy	+28,062	New	+$1.11M	0.01%	561

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vontobel Holding's UDR Position: Q3 2023 in Review

Vontobel Holding sold out of UDR (UDR) in Q3 2023, closing a stake of 30,723 shares — an estimated $1.32M sold.

Vontobel Holding first reported a position in UDR in Q4 2022 and held it in 3 quarters. The position peaked at $1.32M in Q2 2023. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Vontobel Holding reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Vontobel Holding sold 30,723 UDR shares in Q3 2023, an estimated $1.32M.
Vontobel Holding first reported a position in UDR in Q4 2022 and held it in 3 quarters.
Vontobel Holding's UDR position peaked at $1.32M in Q2 2023.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Vontobel Holding's 13F filing for Q3 2023, filed 11 Oct 2023.