Wellington Management Group’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275M | Sell |
6,726,942
-169,683
| -2% | -$6.93M | 0.05% | 290 |
|
|
2025
Q1 | $312M | Sell |
6,896,625
-29,520
| -0.4% | -$1.33M | 0.06% | 258 |
|
|
2024
Q4 | $301M | Sell |
6,926,145
-166,649
| -2% | -$7.23M | 0.06% | 277 |
|
|
2024
Q3 | $322M | Sell |
7,092,794
-39,458
| -0.6% | -$1.79M | 0.06% | 287 |
|
|
2024
Q2 | $293M | Sell |
7,132,252
-145,239
| -2% | -$5.98M | 0.05% | 302 |
|
|
2024
Q1 | $272M | Sell |
7,277,491
-73,232
| -1% | -$2.74M | 0.05% | 332 |
|
|
2023
Q4 | $281M | Sell |
7,350,723
-1,134,773
| -13% | -$43.5M | 0.05% | 317 |
|
|
2023
Q3 | $303M | Sell |
8,485,496
-587,597
| -6% | -$21M | 0.06% | 285 |
|
|
2023
Q2 | $390M | Buy |
9,073,093
+6,936,719
| +325% | +$298M | 0.07% | 251 |
|
|
2023
Q1 | $87.7M | Buy |
+2,136,374
| New | +$87.7M | 0.02% | 574 |
|
|
2022
Q3 | – | Sell |
-1,274,180
| Closed | -$58.7M | – | 2154 |
|
|
2022
Q2 | $58.7M | Sell |
1,274,180
-702,495
| -36% | -$32.3M | 0.01% | 639 |
|
|
2022
Q1 | $113M | Buy |
1,976,675
+4,801
| +0.2% | +$275K | 0.02% | 562 |
|
|
2021
Q4 | $118M | Buy |
1,971,874
+13,867
| +0.7% | +$832K | 0.02% | 589 |
|
|
2021
Q3 | $104M | Sell |
1,958,007
-46,043
| -2% | -$2.44M | 0.02% | 615 |
|
|
2021
Q2 | $98.2M | Buy |
2,004,050
+443,771
| +28% | +$21.7M | 0.02% | 635 |
|
|
2021
Q1 | $68.4M | Buy |
1,560,279
+91,124
| +6% | +$4M | 0.01% | 719 |
|
|
2020
Q4 | $56.5M | Buy |
1,469,155
+1,073,429
| +271% | +$41.3M | 0.01% | 731 |
|
|
2020
Q3 | $12.9M | Buy |
395,726
+46,273
| +13% | +$1.51M | ﹤0.01% | 1036 |
|
|
2020
Q2 | $13.1M | Buy |
349,453
+1,127
| +0.3% | +$42.1K | ﹤0.01% | 1016 |
|
|
2020
Q1 | $12.7M | Sell |
348,326
-13,578
| -4% | -$496K | ﹤0.01% | 986 |
|
|
2019
Q4 | $16.9M | Sell |
361,904
-15,315
| -4% | -$715K | ﹤0.01% | 1031 |
|
|
2019
Q3 | $18.3M | Sell |
377,219
-18,482
| -5% | -$896K | ﹤0.01% | 991 |
|
|
2019
Q2 | $17.8M | Sell |
395,701
-69,729
| -15% | -$3.13M | ﹤0.01% | 1036 |
|
|
2019
Q1 | $21.2M | Sell |
465,430
-92,426
| -17% | -$4.2M | ﹤0.01% | 1001 |
|
|
2018
Q4 | $22.1M | Buy |
557,856
+145,990
| +35% | +$5.78M | 0.01% | 966 |
|
|
2018
Q3 | $16.7M | Buy |
411,866
+395,941
| +2,486% | +$16M | ﹤0.01% | 1139 |
|
|
2018
Q2 | $598K | Buy |
15,925
+1,962
| +14% | +$73.7K | ﹤0.01% | 1990 |
|
|
2018
Q1 | $497K | Sell |
13,963
-170,735
| -92% | -$6.08M | ﹤0.01% | 2023 |
|
|
2017
Q4 | $7.12M | Sell |
184,698
-2,974
| -2% | -$115K | ﹤0.01% | 1369 |
|
|
2017
Q3 | $7.14M | Sell |
187,672
-239
| -0.1% | -$9.09K | ﹤0.01% | 1372 |
|
|
2017
Q2 | $7.32M | Sell |
187,911
-84,188
| -31% | -$3.28M | ﹤0.01% | 1306 |
|
|
2017
Q1 | $9.87M | Sell |
272,099
-26,021
| -9% | -$943K | ﹤0.01% | 1245 |
|
|
2016
Q4 | $10.9M | Buy |
298,120
+120,527
| +68% | +$4.4M | ﹤0.01% | 1170 |
|
|
2016
Q3 | $6.39M | Buy |
177,593
+41,084
| +30% | +$1.48M | ﹤0.01% | 1308 |
|
|
2016
Q2 | $5.04M | Sell |
136,509
-188,652
| -58% | -$6.97M | ﹤0.01% | 1332 |
|
|
2016
Q1 | $12.5M | Sell |
325,161
-19,457
| -6% | -$750K | ﹤0.01% | 1070 |
|
|
2015
Q4 | $12.9M | Buy |
344,618
+553
| +0.2% | +$20.8K | ﹤0.01% | 1091 |
|
|
2015
Q3 | $11.9M | Buy |
344,065
+10,755
| +3% | +$371K | ﹤0.01% | 1123 |
|
|
2015
Q2 | $10.7M | Hold |
333,310
| – | – | ﹤0.01% | 1209 |
|
|
2015
Q1 | $11.3M | Sell |
333,310
-687,871
| -67% | -$23.4M | ﹤0.01% | 1203 |
|
|
2014
Q4 | $31.5M | Sell |
1,021,181
-100,436
| -9% | -$3.1M | 0.01% | 881 |
|
|
2014
Q3 | $30.6M | Buy |
1,121,617
+61,013
| +6% | +$1.66M | 0.01% | 876 |
|
|
2014
Q2 | $30.4M | Sell |
1,060,604
-145,220
| -12% | -$4.16M | 0.01% | 897 |
|
|
2014
Q1 | $31.1M | Buy |
1,205,824
+718,538
| +147% | +$18.6M | 0.01% | 891 |
|
|
2013
Q4 | $11.4M | Buy |
487,286
+267,120
| +121% | +$6.24M | ﹤0.01% | 1196 |
|
|
2013
Q3 | $5.22M | Sell |
220,166
-64,858
| -23% | -$1.54M | ﹤0.01% | 1428 |
|
|
2013
Q2 | $7.27M | Buy |
+285,024
| New | +$7.27M | ﹤0.01% | 1300 |
|