WCM
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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

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State Street
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Invesco
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Daiwa Securities Group
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JP Morgan Chase
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return