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WealthOne’s UDR UDR Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-688
Closed -$27K – 512
2018
Q4 		$27K Buy
+688
New +$27.8K 0.02% 244

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthOne's UDR Position: Q1 2019 in Review

WealthOne sold out of UDR (UDR) in Q1 2019, closing a stake of 688 shares — an estimated $27K sold.

WealthOne first reported a position in UDR in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 422 funds tracked by Wall St. Rank hold UDR as of Q1 2019.

  • WealthOne reported no remaining UDR position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 688 UDR shares in Q1 2019, an estimated $27K.
  • WealthOne first reported a position in UDR in Q4 2018 and held it in 1 quarter.
  • WealthOne's UDR position peaked at $27K in Q4 2018.
  • 422 funds tracked by Wall St. Rank held UDR as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.