Weld Capital Management’s UDR UDR Stock Holding History

Weld Capital Management’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
2021 Q3	–	Sell	-7,347	Closed	-$360K	–	182
2021 Q2	$360K	Buy	+7,347	New	+$346K	0.36%	111
2020 Q4	–	Sell	-10,990	Closed	-$358K	–	691
2020 Q3	$358K	Sell	10,990 -22,279	-67%	-$782K	0.14%	249
2020 Q2	$1.24M	Buy	+33,269	New	+$1.24M	0.49%	46
2019 Q3	–	Sell	-20,291	Closed	-$911K	–	1015
2019 Q2	$911K	Sell	20,291 -5,168	-20%	-$233K	0.17%	204
2019 Q1	$1.16M	Buy	+25,459	New	+$1.11M	0.21%	173

Other funds holding UDR

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Weld Capital Management's UDR Position: Q3 2021 in Review

Weld Capital Management sold out of UDR (UDR) in Q3 2021, closing a stake of 7,347 shares — an estimated $360K sold.

Weld Capital Management first reported a position in UDR in Q1 2019 and held it in 5 quarters. The position peaked at $1.24M in Q2 2020. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2021.

Weld Capital Management reported no remaining UDR position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 7,347 UDR shares in Q3 2021, an estimated $360K.
Weld Capital Management first reported a position in UDR in Q1 2019 and held it in 5 quarters.
Weld Capital Management's UDR position peaked at $1.24M in Q2 2020.
448 funds tracked by Wall St. Rank held UDR as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.