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Wealthfront’s UDR UDR Stock Holding History

Wealthfront’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
2018
Q3 		$775K Buy
19,164
+8,424
+78% +$328K 0.01% 313
2018
Q2 		$403K Sell
10,740
-16,679
-61% -$603K ﹤0.01% 397
2018
Q1 		$977K Buy
27,419
+11,403
+71% +$402K 0.01% 261
2017
Q4 		$617K Buy
16,016
+6,406
+67% +$249K 0.01% 318
2017
Q3 		$365K Buy
9,610
+3,583
+59% +$139K ﹤0.01% 388
2017
Q2 		$235K Buy
+6,027
New +$229K ﹤0.01% 422
2015
Q4 		– Sell
-1,120
Closed -$39K – 1006
2015
Q3 		$39K Buy
1,120
+309
+38% +$10.3K ﹤0.01% 558
2015
Q2 		$26K Buy
811
+450
+125% +$14.8K ﹤0.01% 582
2015
Q1 		$12K Buy
361
+356
+7,120% +$11.7K ﹤0.01% 607
2014
Q4 		$0 Buy
+5
New +$150 ﹤0.01% 990

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthfront's UDR Position: Q3 2018 in Review

Wealthfront increased its UDR (UDR) stake by 78% in Q3 2018, buying an estimated $328K and bringing the position to 19,164 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #313.

Wealthfront first reported a position in UDR in Q4 2014 and has held it in 10 quarters since. The position peaked at $977K in Q1 2018. 377 funds tracked by Wall St. Rank hold UDR as of Q3 2018.

  • Wealthfront held 19,164 shares of UDR worth $775K as of Q3 2018.
  • Wealthfront bought 8,424 UDR shares in Q3 2018, an estimated $328K.
  • UDR made up 0.01% of Wealthfront's portfolio in Q3 2018, its #313 holding.
  • Wealthfront first reported a position in UDR in Q4 2014 and has held it in 10 quarters since.
  • Wealthfront's UDR position peaked at $977K in Q1 2018.
  • 377 funds tracked by Wall St. Rank held UDR as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.